Concourse Financial Group Securities’s Installed Building Products IBP Stock Holding History

Concourse Financial Group Securities’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	-249	Closed	-$51K	–	974
2024 Q4	$51K	Sell	249 -17	-6%	-$3.7K	﹤0.01%	1212
2024 Q3	$65.5K	Buy	266 +13	+5%	+$2.94K	﹤0.01%	1080
2024 Q2	$52.1K	Buy	253 +12	+5%	+$2.7K	﹤0.01%	1161
2024 Q1	$62.8K	Buy	241 +35	+17%	+$7.5K	﹤0.01%	1090
2023 Q4	$37.7K	Buy	206 +54	+36%	+$7.58K	﹤0.01%	1242
2023 Q3	$19K	Hold	152	–	–	﹤0.01%	1452
2023 Q2	$21.3K	Buy	152 +81	+114%	+$9.54K	﹤0.01%	1423
2023 Q1	$8.1K	Buy	71 +36	+103%	+$3.88K	﹤0.01%	1720
2022 Q4	$3K	Hold	35	–	–	﹤0.01%	1972
2022 Q3	$3K	Hold	35	–	–	﹤0.01%	1745
2022 Q2	$3K	Hold	35	–	–	﹤0.01%	1957
2022 Q1	$3K	Buy	+35	New	+$3.7K	﹤0.01%	1958

Other funds holding IBP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Concourse Financial Group Securities's IBP Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Installed Building Products (IBP) in Q1 2025, closing a stake of 249 shares — an estimated $51K sold.

Concourse Financial Group Securities first reported a position in IBP in Q1 2022 and held it in 12 quarters. The position peaked at $65.5K in Q3 2024. 354 funds tracked by Wall St. Rank hold IBP as of Q1 2025.

Concourse Financial Group Securities reported no remaining Installed Building Products position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 249 Installed Building Products shares in Q1 2025, an estimated $51K.
Concourse Financial Group Securities first reported a position in Installed Building Products in Q1 2022 and held it in 12 quarters.
Concourse Financial Group Securities's Installed Building Products position peaked at $65.5K in Q3 2024.
354 funds tracked by Wall St. Rank held Installed Building Products as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.