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Carolinas Wealth Consulting’s Installed Building Products IBP Stock Holding History

Carolinas Wealth Consulting’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
2024
Q1 		– Sell
-7
Closed -$1.29K – 1102
2023
Q4 		$1.29K Hold
7
– – ﹤0.01% 799
2023
Q3 		$784 Sell
7
-2
-22% -$282 ﹤0.01% 871
2023
Q2 		$1.3K Hold
9
– – ﹤0.01% 872
2023
Q1 		$1.03K Buy
+9
New +$970 ﹤0.01% 891

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GC
Giverny Capital Montreal, Quebec, Canada $2.73B AUM 14.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carolinas Wealth Consulting's IBP Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of Installed Building Products (IBP) in Q1 2024, closing a stake of 7 shares — an estimated $1.29K sold.

Carolinas Wealth Consulting first reported a position in IBP in Q1 2023 and held it in 4 quarters. The position peaked at $1.3K in Q2 2023. 386 funds tracked by Wall St. Rank hold IBP as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining Installed Building Products position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 7 Installed Building Products shares in Q1 2024, an estimated $1.29K.
  • Carolinas Wealth Consulting first reported a position in Installed Building Products in Q1 2023 and held it in 4 quarters.
  • Carolinas Wealth Consulting's Installed Building Products position peaked at $1.3K in Q2 2023.
  • 386 funds tracked by Wall St. Rank held Installed Building Products as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.