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Glassman Wealth Services’s Builders FirstSource BLDR Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-104
Closed -$17.4K – 417
2023
Q4 		$17.4K Buy
104
+34
+49% +$4.52K ﹤0.01% 726
2023
Q3 		$8.71K Hold
70
– – ﹤0.01% 894
2023
Q2 		$9.52K Buy
70
+8
+13% +$890 ﹤0.01% 829
2023
Q1 		$5.5K Hold
62
– – ﹤0.01% 975
2022
Q4 		$4.02K Buy
62
+4
+7% +$250 ﹤0.01% 1085
2022
Q3 		$3K Sell
58
-2
-3% -$125 ﹤0.01% 1106
2022
Q2 		$3K Buy
60
+4
+7% +$245 ﹤0.01% 1119
2022
Q1 		$4K Buy
56
+18
+47% +$1.31K ﹤0.01% 1045
2021
Q4 		$3K Buy
38
+36
+1,800% +$2.44K ﹤0.01% 1080
2021
Q3 		$0 Sell
2
-3
-60% -$147 ﹤0.01% 1594
2021
Q2 		$0 Hold
5
– – ﹤0.01% 1458
2021
Q1 		$0 Buy
+5
New +$213 ﹤0.01% 1401
2017
Q1 		– Sell
-10,186
Closed -$112K – 581
2016
Q4 		$112K Buy
10,186
+9,786
+2,447% +$106K 0.08% 124
2016
Q3 		$5K Buy
+400
New +$5.04K ﹤0.01% 359
2016
Q2 		– Sell
-10,186
Closed -$115K – 429
2016
Q1 		$115K Buy
10,186
+3,178
+45% +$27.5K 0.1% 99
2015
Q4 		$78K Buy
+7,008
New +$89.1K 0.07% 121

Other funds holding BLDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Glassman Wealth Services's BLDR Position: Q1 2024 in Review

Glassman Wealth Services sold out of Builders FirstSource (BLDR) in Q1 2024, closing a stake of 104 shares — an estimated $17.4K sold.

Glassman Wealth Services first reported a position in BLDR in Q4 2015 and held it in 16 quarters. The position peaked at $115K in Q1 2016. 860 funds tracked by Wall St. Rank hold BLDR as of Q1 2024.

  • Glassman Wealth Services reported no remaining Builders FirstSource position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 104 Builders FirstSource shares in Q1 2024, an estimated $17.4K.
  • Glassman Wealth Services first reported a position in Builders FirstSource in Q4 2015 and held it in 16 quarters.
  • Glassman Wealth Services's Builders FirstSource position peaked at $115K in Q1 2016.
  • 860 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.