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Coppell Advisory Solutions’s Installed Building Products IBP Stock Holding History

Coppell Advisory Solutions’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
Q4 		– Sell
-572
Closed -$49K – 1804
2023
Q3 		$49K Buy
+572
New +$80.8K 0.02% 302
2023
Q1 		– Sell
-572
Closed -$49K – 618
2022
Q4 		$49K Buy
+572
New +$48.2K 0.02% 304

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Giverny Capital Montreal, Quebec, Canada $2.73B AUM 14.09% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Coppell Advisory Solutions's IBP Position: Q4 2023 in Review

Coppell Advisory Solutions sold out of Installed Building Products (IBP) in Q4 2023, closing a stake of 572 shares — an estimated $49K sold.

Coppell Advisory Solutions first reported a position in IBP in Q4 2022 and held it in 2 quarters. The position peaked at $49K in Q3 2023. 338 funds tracked by Wall St. Rank hold IBP as of Q4 2023.

  • Coppell Advisory Solutions reported no remaining Installed Building Products position as of Q4 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 572 Installed Building Products shares in Q4 2023, an estimated $49K.
  • Coppell Advisory Solutions first reported a position in Installed Building Products in Q4 2022 and held it in 2 quarters.
  • Coppell Advisory Solutions's Installed Building Products position peaked at $49K in Q3 2023.
  • 338 funds tracked by Wall St. Rank held Installed Building Products as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.