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BerganKDV Wealth Management’s Builders FirstSource BLDR Stock Holding History

BerganKDV 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
Q1 		– Sell
-2,000
Closed -$130K – 1067
2022
Q4 		$130K Hold
2,000
– – 0.01% 281
2022
Q3 		$118K Buy
2,000
+1,000
+100% +$62.5K 0.01% 270
2022
Q2 		$54K Buy
+1,000
New +$61.3K 0.01% 371

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State Street
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Dimensional Fund Advisors
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

BerganKDV Wealth Management's BLDR Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of Builders FirstSource (BLDR) in Q1 2023, closing a stake of 2,000 shares — an estimated $130K sold.

BerganKDV Wealth Management first reported a position in BLDR in Q2 2022 and held it in 3 quarters. The position peaked at $130K in Q4 2022. 543 funds tracked by Wall St. Rank hold BLDR as of Q1 2023.

  • BerganKDV Wealth Management reported no remaining Builders FirstSource position as of Q1 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 2,000 Builders FirstSource shares in Q1 2023, an estimated $130K.
  • BerganKDV Wealth Management first reported a position in Builders FirstSource in Q2 2022 and held it in 3 quarters.
  • BerganKDV Wealth Management's Builders FirstSource position peaked at $130K in Q4 2022.
  • 543 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.