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

Concord 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
2025
Q1 		– Sell
-4
Closed -$701 – 879
2024
Q4 		$701 Hold
4
– – ﹤0.01% 836
2024
Q3 		$985 Buy
+4
New +$905 ﹤0.01% 840

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 Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Concord Wealth Partners's IBP Position: Q1 2025 in Review

Concord Wealth Partners sold out of Installed Building Products (IBP) in Q1 2025, closing a stake of 4 shares — an estimated $701 sold.

Concord Wealth Partners first reported a position in IBP in Q3 2024 and held it in 2 quarters. The position peaked at $985 in Q3 2024. 354 funds tracked by Wall St. Rank hold IBP as of Q1 2025.

  • Concord Wealth Partners reported no remaining Installed Building Products position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 4 Installed Building Products shares in Q1 2025, an estimated $701.
  • Concord Wealth Partners first reported a position in Installed Building Products in Q3 2024 and held it in 2 quarters.
  • Concord Wealth Partners's Installed Building Products position peaked at $985 in Q3 2024.
  • 354 funds tracked by Wall St. Rank held Installed Building Products as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.