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CFM Wealth Partners’s Builders FirstSource BLDR Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-250
Closed -$5K – 190
2020
Q2 		$5K Hold
250
– – ﹤0.01% 436
2020
Q1 		$3K Sell
250
-250
-50% -$5.65K ﹤0.01% 490
2019
Q4 		$14K Buy
+500
New +$11.9K 0.01% 387

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
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Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CFM Wealth Partners's BLDR Position: Q3 2020 in Review

CFM Wealth Partners sold out of Builders FirstSource (BLDR) in Q3 2020, closing a stake of 250 shares — an estimated $5K sold.

CFM Wealth Partners first reported a position in BLDR in Q4 2019 and held it in 3 quarters. The position peaked at $14K in Q4 2019. 290 funds tracked by Wall St. Rank hold BLDR as of Q3 2020.

  • CFM Wealth Partners reported no remaining Builders FirstSource position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 250 Builders FirstSource shares in Q3 2020, an estimated $5K.
  • CFM Wealth Partners first reported a position in Builders FirstSource in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Builders FirstSource position peaked at $14K in Q4 2019.
  • 290 funds tracked by Wall St. Rank held Builders FirstSource as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.