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Heritage Oak Wealth Advisors’s Builders FirstSource BLDR Stock Holding History

Heritage Oak Wealth Advisors’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
Q4 		– Sell
-2,500
Closed -$485K – 85
2024
Q3 		$485K Buy
+2,500
New +$415K 0.22% 67

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BlackRock
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Heritage Oak Wealth Advisors's BLDR Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of Builders FirstSource (BLDR) in Q4 2024, closing a stake of 2,500 shares — an estimated $485K sold.

Heritage Oak Wealth Advisors first reported a position in BLDR in Q3 2024 and held it in 1 quarter. The position peaked at $485K in Q3 2024. 818 funds tracked by Wall St. Rank hold BLDR as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining Builders FirstSource position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 2,500 Builders FirstSource shares in Q4 2024, an estimated $485K.
  • Heritage Oak Wealth Advisors first reported a position in Builders FirstSource in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Builders FirstSource position peaked at $485K in Q3 2024.
  • 818 funds tracked by Wall St. Rank held Builders FirstSource as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.