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Gen-Wealth Partners’s Installed Building Products IBP Stock Holding History

Gen-Wealth Partners’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
2024
Q2 		– Sell
-284
Closed -$73.5K – 672
2024
Q1 		$73.5K Buy
+284
New +$60.9K 0.04% 338

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Gen-Wealth Partners's IBP Position: Q2 2024 in Review

Gen-Wealth Partners sold out of Installed Building Products (IBP) in Q2 2024, closing a stake of 284 shares — an estimated $73.5K sold.

Gen-Wealth Partners first reported a position in IBP in Q1 2024 and held it in 1 quarter. The position peaked at $73.5K in Q1 2024. 390 funds tracked by Wall St. Rank hold IBP as of Q2 2024.

  • Gen-Wealth Partners reported no remaining Installed Building Products position as of Q2 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 284 Installed Building Products shares in Q2 2024, an estimated $73.5K.
  • Gen-Wealth Partners first reported a position in Installed Building Products in Q1 2024 and held it in 1 quarter.
  • Gen-Wealth Partners's Installed Building Products position peaked at $73.5K in Q1 2024.
  • 390 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2024.

Based on Gen-Wealth Partners's 13F filing for Q2 2024, filed 13 Aug 2024.