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Crestwood Advisors Group’s Builders FirstSource BLDR Stock Holding History

Crestwood Advisors Group’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
Q4 		– Sell
-7,000
Closed -$871K – 406
2023
Q3 		$871K Buy
+7,000
New +$966K 0.02% 206

Other funds holding BLDR

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Crestwood Advisors Group's BLDR Position: Q4 2023 in Review

Crestwood Advisors Group sold out of Builders FirstSource (BLDR) in Q4 2023, closing a stake of 7,000 shares — an estimated $871K sold.

Crestwood Advisors Group first reported a position in BLDR in Q3 2023 and held it in 1 quarter. The position peaked at $871K in Q3 2023. 743 funds tracked by Wall St. Rank hold BLDR as of Q4 2023.

  • Crestwood Advisors Group reported no remaining Builders FirstSource position as of Q4 2023 after selling out during the quarter.
  • Crestwood Advisors Group sold 7,000 Builders FirstSource shares in Q4 2023, an estimated $871K.
  • Crestwood Advisors Group first reported a position in Builders FirstSource in Q3 2023 and held it in 1 quarter.
  • Crestwood Advisors Group's Builders FirstSource position peaked at $871K in Q3 2023.
  • 743 funds tracked by Wall St. Rank held Builders FirstSource as of Q4 2023.

Based on Crestwood Advisors Group's 13F filing for Q4 2023, filed 29 Jan 2024.