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Castle Financial & Retirement Planning Associates’s Builders FirstSource BLDR Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021
Q4 		$8K Buy
+108
New +$7.32K 0.03% 113

Other funds holding BLDR

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's BLDR Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Builders FirstSource (BLDR) in Q4 2021: 108 shares worth $8K. The stake represents 0.03% of the portfolio and ranks #113 among its holdings.

493 funds tracked by Wall St. Rank hold BLDR as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 108 shares of Builders FirstSource worth $8K as of Q4 2021.
  • Builders FirstSource was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • Builders FirstSource made up 0.03% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #113 holding.
  • 493 funds tracked by Wall St. Rank held Builders FirstSource as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.