CWM
BLD

Cornerstone Wealth Management’s TopBuild BLD Stock Holding History

Cornerstone Wealth Management’s Portfolio BLD Stock Details BLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,015
Closed -$255K – 526
2023
Q3 		$255K Buy
+1,015
New +$280K 0.02% 452
2022
Q1 		– Sell
-1,009
Closed -$276K – 472
2021
Q4 		$276K Buy
+1,009
New +$258K 0.03% 410

Other funds holding BLD

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Cornerstone Wealth Management's BLD Position: Q4 2023 in Review

Cornerstone Wealth Management sold out of TopBuild (BLD) in Q4 2023, closing a stake of 1,015 shares — an estimated $255K sold.

Cornerstone Wealth Management first reported a position in BLD in Q4 2021 and held it in 2 quarters. The position peaked at $276K in Q4 2021. 478 funds tracked by Wall St. Rank hold BLD as of Q4 2023.

  • Cornerstone Wealth Management reported no remaining TopBuild position as of Q4 2023 after selling out during the quarter.
  • Cornerstone Wealth Management sold 1,015 TopBuild shares in Q4 2023, an estimated $255K.
  • Cornerstone Wealth Management first reported a position in TopBuild in Q4 2021 and held it in 2 quarters.
  • Cornerstone Wealth Management's TopBuild position peaked at $276K in Q4 2021.
  • 478 funds tracked by Wall St. Rank held TopBuild as of Q4 2023.

Based on Cornerstone Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.