Fortem Financial Group’s Builders FirstSource BLDR Stock Holding History

Fortem Financial 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
2022 Q1	–	Sell	-2,487	Closed	-$213K	–	171
2021 Q4	$213K	Buy	+2,487	New	+$168K	0.1%	162
2021 Q1	–	Sell	-2,215	Closed	-$90K	–	195
2020 Q4	$90K	Buy	+2,215	New	+$78.5K	0.05%	187
2019 Q3	–	Sell	-11,665	Closed	-$197K	–	129
2019 Q2	$197K	Sell	11,665 -968	-8%	-$14.5K	0.2%	127
2019 Q1	$169K	Buy	12,633 +74	+0.6%	+$973	0.18%	126
2018 Q4	$137K	Buy	+12,559	New	+$158K	0.17%	120

Other funds holding BLDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CCM

Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Fortem Financial Group's BLDR Position: Q1 2022 in Review

Fortem Financial Group sold out of Builders FirstSource (BLDR) in Q1 2022, closing a stake of 2,487 shares — an estimated $213K sold.

Fortem Financial Group first reported a position in BLDR in Q4 2018 and held it in 5 quarters. The position peaked at $213K in Q4 2021. 509 funds tracked by Wall St. Rank hold BLDR as of Q1 2022.

Fortem Financial Group reported no remaining Builders FirstSource position as of Q1 2022 after selling out during the quarter.
Fortem Financial Group sold 2,487 Builders FirstSource shares in Q1 2022, an estimated $213K.
Fortem Financial Group first reported a position in Builders FirstSource in Q4 2018 and held it in 5 quarters.
Fortem Financial Group's Builders FirstSource position peaked at $213K in Q4 2021.
509 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2022.

Based on Fortem Financial Group's 13F filing for Q1 2022, filed 27 Apr 2022.