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Belpointe Asset Management’s Builders FirstSource BLDR Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-1,039
Closed -$217K – 857
2024
Q1 		$217K Sell
1,039
-503
-33% -$93K 0.02% 715
2023
Q4 		$257K Buy
+1,542
New +$205K 0.02% 584
2023
Q2 		– Sell
-7,745
Closed -$688K – 904
2023
Q1 		$688K Buy
7,745
+4,982
+180% +$395K 0.04% 435
2022
Q4 		$179K Sell
2,763
-11,097
-80% -$693K 0.01% 950
2022
Q3 		$818K Buy
13,860
+4,234
+44% +$265K 0.06% 350
2022
Q2 		$516K Sell
9,626
-8,145
-46% -$499K 0.03% 469
2022
Q1 		$1.15M Buy
17,771
+13,060
+277% +$948K 0.07% 297
2021
Q4 		$404K Buy
4,711
+395
+9% +$26.8K 0.03% 590
2021
Q3 		$223K Buy
+4,316
New +$211K 0.02% 810

Other funds holding BLDR

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