Congress Wealth Management’s Installed Building Products IBP Stock Holding History

Congress Wealth Management’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
2023 Q3	–	Sell	-1,435	Closed	-$201K	–	612
2023 Q2	$201K	Sell	1,435 -1,622	-53%	-$191K	﹤0.01%	542
2023 Q1	$349K	Sell	3,057 -1,452	-32%	-$156K	0.01%	466
2022 Q4	$386K	Sell	4,509 -5,074	-53%	-$428K	0.01%	442
2022 Q3	$777K	Sell	9,583 -19,871	-67%	-$1.84M	0.02%	357
2022 Q2	$2.45M	Sell	29,454 -19,400	-40%	-$1.66M	0.06%	261
2022 Q1	$4.13M	Sell	48,854 -6,144	-11%	-$649K	0.09%	227
2021 Q4	$7.68M	Buy	+54,998	New	+$7.03M	0.15%	178

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

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

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

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Giverny Capital Montreal, Quebec, Canada $2.73B AUM 14.09% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Congress Wealth Management's IBP Position: Q3 2023 in Review

Congress Wealth Management sold out of Installed Building Products (IBP) in Q3 2023, closing a stake of 1,435 shares — an estimated $201K sold.

Congress Wealth Management first reported a position in IBP in Q4 2021 and held it in 7 quarters. The position peaked at $7.68M in Q4 2021. 303 funds tracked by Wall St. Rank hold IBP as of Q3 2023.

Congress Wealth Management reported no remaining Installed Building Products position as of Q3 2023 after selling out during the quarter.
Congress Wealth Management sold 1,435 Installed Building Products shares in Q3 2023, an estimated $201K.
Congress Wealth Management first reported a position in Installed Building Products in Q4 2021 and held it in 7 quarters.
Congress Wealth Management's Installed Building Products position peaked at $7.68M in Q4 2021.
303 funds tracked by Wall St. Rank held Installed Building Products as of Q3 2023.

Based on Congress Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.