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Avitas Wealth Management’s Builders FirstSource BLDR Stock Holding History

Avitas Wealth Management’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
Q4 		$368K Sell
2,573
-68
-3% -$12K 0.05% 169
2024
Q3 		$512K Buy
2,641
+381
+17% +$63.2K 0.07% 162
2024
Q2 		$313K Sell
2,260
-135
-6% -$22.9K 0.05% 188
2024
Q1 		$499K Sell
2,395
-21
-0.9% -$3.88K 0.08% 174
2023
Q4 		$403K Sell
2,416
-23
-0.9% -$3.06K 0.07% 173
2023
Q3 		$304K Sell
2,439
-86
-3% -$11.9K 0.06% 185
2023
Q2 		$343K Sell
2,525
-1,198
-32% -$133K 0.06% 179
2023
Q1 		$331K Sell
3,723
-126
-3% -$9.98K 0.06% 182
2022
Q4 		$250K Buy
3,849
+2
+0.1% +$125 0.05% 175
2022
Q3 		$227K Buy
3,847
+25
+0.7% +$1.56K 0.05% 172
2022
Q2 		$205K Buy
+3,822
New +$234K 0.04% 185
2022
Q1 		– Sell
-50,041
Closed -$4.29M – 194
2021
Q4 		$4.29M Buy
50,041
+892
+2% +$60.4K 0.72% 56
2021
Q3 		$2.54M Buy
49,149
+408
+0.8% +$19.9K 0.46% 85
2021
Q2 		$2.08M Buy
48,741
+1,248
+3% +$57.9K 0.37% 106
2021
Q1 		$2.2M Sell
47,493
-186
-0.4% -$7.92K 0.43% 86
2020
Q4 		$1.95M Buy
+47,679
New +$1.69M 0.39% 103
2020
Q1 		– Sell
-38,625
Closed -$981K – 131
2019
Q4 		$981K Sell
38,625
-75
-0.2% -$1.79K 0.25% 111
2019
Q3 		$796K Buy
+38,700
New +$721K 0.22% 113

Other funds holding BLDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Avitas Wealth Management's BLDR Position: Q4 2024 in Review

Avitas Wealth Management reduced its Builders FirstSource (BLDR) stake by 2.6% in Q4 2024, selling an estimated $12K and leaving 2,573 shares worth $368K. The position accounts for 0.05% of the portfolio, ranked #169.

Avitas Wealth Management first reported a position in BLDR in Q3 2019 and has held it in 18 quarters since. The position peaked at $4.29M in Q4 2021. 818 funds tracked by Wall St. Rank hold BLDR as of Q4 2024.

  • Avitas Wealth Management held 2,573 shares of Builders FirstSource worth $368K as of Q4 2024.
  • Avitas Wealth Management sold 68 Builders FirstSource shares in Q4 2024, an estimated $12K.
  • Builders FirstSource made up 0.05% of Avitas Wealth Management's portfolio in Q4 2024, its #169 holding.
  • Avitas Wealth Management first reported a position in Builders FirstSource in Q3 2019 and has held it in 18 quarters since.
  • Avitas Wealth Management's Builders FirstSource position peaked at $4.29M in Q4 2021.
  • 818 funds tracked by Wall St. Rank held Builders FirstSource as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.