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High Net Worth Advisory Group’s Installed Building Products IBP Stock Holding History

High Net Worth Advisory Group’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
Q1 		– Sell
-200
Closed -$17.1K – 366
2022
Q4 		$17.1K Hold
200
– – 0.01% 453
2022
Q3 		$16K Hold
200
– – 0.01% 483
2022
Q2 		$17K Hold
200
– – 0.01% 476
2022
Q1 		$17K Hold
200
– – 0.01% 474
2021
Q4 		$28K Buy
+200
New +$25.6K 0.01% 415

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
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 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

High Net Worth Advisory Group's IBP Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Installed Building Products (IBP) in Q1 2023, closing a stake of 200 shares — an estimated $17.1K sold.

High Net Worth Advisory Group first reported a position in IBP in Q4 2021 and held it in 5 quarters. The position peaked at $28K in Q4 2021. 263 funds tracked by Wall St. Rank hold IBP as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Installed Building Products position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 200 Installed Building Products shares in Q1 2023, an estimated $17.1K.
  • High Net Worth Advisory Group first reported a position in Installed Building Products in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Installed Building Products position peaked at $28K in Q4 2021.
  • 263 funds tracked by Wall St. Rank held Installed Building Products as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.