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BDO Wealth Advisors’s Installed Building Products IBP Stock Holding History

BDO Wealth Advisors’s Portfolio IBP Stock Details IBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-15
Closed -$2K – 953
2020
Q3 		$2K Buy
+15
New +$1.29K ﹤0.01% 688

Other funds holding IBP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

BDO Wealth Advisors's IBP Position: Q4 2020 in Review

BDO Wealth Advisors sold out of Installed Building Products (IBP) in Q4 2020, closing a stake of 15 shares — an estimated $2K sold.

BDO Wealth Advisors first reported a position in IBP in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 207 funds tracked by Wall St. Rank hold IBP as of Q4 2020.

  • BDO Wealth Advisors reported no remaining Installed Building Products position as of Q4 2020 after selling out during the quarter.
  • BDO Wealth Advisors sold 15 Installed Building Products shares in Q4 2020, an estimated $2K.
  • BDO Wealth Advisors first reported a position in Installed Building Products in Q3 2020 and held it in 1 quarter.
  • BDO Wealth Advisors's Installed Building Products position peaked at $2K in Q3 2020.
  • 207 funds tracked by Wall St. Rank held Installed Building Products as of Q4 2020.

Based on BDO Wealth Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.