Baystate Wealth Management’s Builders FirstSource BLDR Stock Holding History

Baystate 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
2023 Q4	$125K	Hold	748	–	–	0.01%	254
2023 Q3	$93.1K	Hold	748	–	–	0.01%	263
2023 Q2	$102K	Hold	748	–	–	0.01%	253
2023 Q1	$66.4K	Sell	748 -36	-5%	-$2.85K	0.01%	299
2022 Q4	$51K	Buy	784 +36	+5%	+$2.25K	﹤0.01%	326
2022 Q3	$44K	Hold	748	–	–	﹤0.01%	318
2022 Q2	$40K	Hold	748	–	–	﹤0.01%	344
2022 Q1	$48K	Buy	748 +70	+10%	+$5.08K	﹤0.01%	325
2021 Q4	$58K	Buy	+678	New	+$45.9K	0.01%	301

Other funds holding BLDR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baystate Wealth Management's BLDR Position: Q4 2023 in Review

Baystate Wealth Management held its Builders FirstSource (BLDR) position steady in Q4 2023 at 748 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #254.

Baystate Wealth Management first reported a position in BLDR in Q4 2021 and has held it in 9 quarters since. 744 funds tracked by Wall St. Rank hold BLDR as of Q4 2023.

Baystate Wealth Management held 748 shares of Builders FirstSource worth $125K as of Q4 2023.
Baystate Wealth Management left its Builders FirstSource share count unchanged in Q4 2023.
Builders FirstSource made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #254 holding.
Baystate Wealth Management first reported a position in Builders FirstSource in Q4 2021 and has held it in 9 quarters since.
744 funds tracked by Wall St. Rank held Builders FirstSource as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.