Avantax Planning Partners’s Builders FirstSource BLDR Stock Holding History

Avantax Planning Partners’s Portfolio BLDR Stock Details BLDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,490	Closed	-$206K	–	444
2024 Q2	$206K	Buy	1,490 +8	+0.5%	+$1.36K	0.01%	445
2024 Q1	$309K	Buy	1,482 +23	+2%	+$4.25K	0.01%	356
2023 Q4	$244K	Buy	+1,459	New	+$194K	0.01%	326
2018 Q4	–	Sell	-308	Closed	-$5K	–	391
2018 Q3	$5K	Buy	+308	New	+$5.22K	﹤0.01%	1076
2018 Q2	–	Sell	-403	Closed	-$8K	–	389
2018 Q1	$8K	Buy	+403	New	+$8.54K	﹤0.01%	1141

Other funds holding BLDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avantax Planning Partners's BLDR Position: Q3 2024 in Review

Avantax Planning Partners sold out of Builders FirstSource (BLDR) in Q3 2024, closing a stake of 1,490 shares — an estimated $206K sold.

Avantax Planning Partners first reported a position in BLDR in Q1 2018 and held it in 5 quarters. The position peaked at $309K in Q1 2024. 829 funds tracked by Wall St. Rank hold BLDR as of Q3 2024.

Avantax Planning Partners reported no remaining Builders FirstSource position as of Q3 2024 after selling out during the quarter.
Avantax Planning Partners sold 1,490 Builders FirstSource shares in Q3 2024, an estimated $206K.
Avantax Planning Partners first reported a position in Builders FirstSource in Q1 2018 and held it in 5 quarters.
Avantax Planning Partners's Builders FirstSource position peaked at $309K in Q1 2024.
829 funds tracked by Wall St. Rank held Builders FirstSource as of Q3 2024.

Based on Avantax Planning Partners's 13F filing for Q3 2024, filed 14 Nov 2024.