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CFM Wealth Partners’s Installed Building Products IBP Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-646
Closed -$44K – 294
2020
Q2 		$44K Sell
646
-53
-8% -$2.94K 0.02% 294
2020
Q1 		$28K Sell
699
-52
-7% -$3.37K 0.01% 329
2019
Q4 		$56K Buy
+751
New +$50.7K 0.02% 273

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

CFM Wealth Partners sold out of Installed Building Products (IBP) in Q3 2020, closing a stake of 646 shares — an estimated $44K sold.

CFM Wealth Partners first reported a position in IBP in Q4 2019 and held it in 3 quarters. The position peaked at $56K in Q4 2019. 206 funds tracked by Wall St. Rank hold IBP as of Q3 2020.

  • CFM Wealth Partners reported no remaining Installed Building Products position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 646 Installed Building Products shares in Q3 2020, an estimated $44K.
  • CFM Wealth Partners first reported a position in Installed Building Products in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Installed Building Products position peaked at $56K in Q4 2019.
  • 206 funds tracked by Wall St. Rank held Installed Building Products as of Q3 2020.

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