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Dynamic Advisor Solutions’s Installed Building Products IBP Stock Holding History

Dynamic Advisor 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
Q3 		– Sell
-1,606
Closed -$225K – 861
2023
Q2 		$225K Buy
+1,606
New +$189K 0.01% 707

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
GC
Giverny Capital Montreal, Quebec, Canada $2.73B AUM 14.09% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Dynamic Advisor Solutions's IBP Position: Q3 2023 in Review

Dynamic Advisor Solutions sold out of Installed Building Products (IBP) in Q3 2023, closing a stake of 1,606 shares — an estimated $225K sold.

Dynamic Advisor Solutions first reported a position in IBP in Q2 2023 and held it in 1 quarter. The position peaked at $225K in Q2 2023. 303 funds tracked by Wall St. Rank hold IBP as of Q3 2023.

  • Dynamic Advisor Solutions reported no remaining Installed Building Products position as of Q3 2023 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 1,606 Installed Building Products shares in Q3 2023, an estimated $225K.
  • Dynamic Advisor Solutions first reported a position in Installed Building Products in Q2 2023 and held it in 1 quarter.
  • Dynamic Advisor Solutions's Installed Building Products position peaked at $225K in Q2 2023.
  • 303 funds tracked by Wall St. Rank held Installed Building Products as of Q3 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2023, filed 11 Oct 2023.