CW
BLDR icon

Connectus Wealth’s Builders FirstSource BLDR Stock Holding History

Connectus Wealth’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
2023
Q2 		– Sell
-24,089
Closed -$2.14M – 451
2023
Q1 		$2.14M Buy
24,089
+2,640
+12% +$209K 0.05% 217
2022
Q4 		$1.39M Buy
21,449
+1,357
+7% +$84.8K 0.03% 251
2022
Q3 		$1.18M Buy
20,092
+1,066
+6% +$66.7K 0.02% 318
2022
Q2 		$1.02M Buy
+19,026
New +$1.17M 0.02% 270

Other funds holding BLDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Connectus Wealth's BLDR Position: Q2 2023 in Review

Connectus Wealth sold out of Builders FirstSource (BLDR) in Q2 2023, closing a stake of 24,089 shares — an estimated $2.14M sold.

Connectus Wealth first reported a position in BLDR in Q2 2022 and held it in 4 quarters. The position peaked at $2.14M in Q1 2023. 661 funds tracked by Wall St. Rank hold BLDR as of Q2 2023.

  • Connectus Wealth reported no remaining Builders FirstSource position as of Q2 2023 after selling out during the quarter.
  • Connectus Wealth sold 24,089 Builders FirstSource shares in Q2 2023, an estimated $2.14M.
  • Connectus Wealth first reported a position in Builders FirstSource in Q2 2022 and held it in 4 quarters.
  • Connectus Wealth's Builders FirstSource position peaked at $2.14M in Q1 2023.
  • 661 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2023.

Based on Connectus Wealth's 13F filing for Q2 2023, filed 14 Aug 2023.