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Brophy Wealth Management’s Builders FirstSource BLDR Stock Holding History

Brophy 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
Q3 		$894K Buy
+4,609
New +$764K 0.32% 76

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 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

Brophy Wealth Management's BLDR Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Builders FirstSource (BLDR) in Q3 2024: 4,609 shares worth $894K. The stake represents 0.32% of the portfolio and ranks #76 among its holdings.

829 funds tracked by Wall St. Rank hold BLDR as of Q3 2024.

  • Brophy Wealth Management held 4,609 shares of Builders FirstSource worth $894K as of Q3 2024.
  • Builders FirstSource was a new Brophy Wealth Management position in Q3 2024.
  • Builders FirstSource made up 0.32% of Brophy Wealth Management's portfolio in Q3 2024, its #76 holding.
  • 829 funds tracked by Wall St. Rank held Builders FirstSource as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.