IBEX Wealth Advisors’s Builders FirstSource BLDR Stock Holding History

IBEX 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	-35,820	Closed	-$638K	–	212
2024 Q3	$638K	Buy	35,820 +35,803	+210,606%	+$5.94M	0.17%	67
2024 Q2	$2.39K	Buy	+17	New	+$2.89K	﹤0.01%	270
2024 Q1	–	Sell	-21	Closed	-$3.45K	–	115
2023 Q4	$3.45K	Sell	21 -19,168	-100%	-$2.55M	0.75%	49
2023 Q3	$2.39M	Buy	+19,189	New	+$2.65M	0.61%	51
2022 Q1	–	Sell	-4,373	Closed	-$375K	–	176
2021 Q4	$375K	Hold	4,373	–	–	0.07%	139
2021 Q3	$226K	Buy	+4,373	New	+$214K	0.04%	165

Other funds holding BLDR

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

IBEX Wealth Advisors's BLDR Position: Q4 2024 in Review

IBEX Wealth Advisors sold out of Builders FirstSource (BLDR) in Q4 2024, closing a stake of 35,820 shares — an estimated $638K sold.

IBEX Wealth Advisors first reported a position in BLDR in Q3 2021 and held it in 6 quarters. The position peaked at $2.39M in Q3 2023. 818 funds tracked by Wall St. Rank hold BLDR as of Q4 2024.

IBEX Wealth Advisors reported no remaining Builders FirstSource position as of Q4 2024 after selling out during the quarter.
IBEX Wealth Advisors sold 35,820 Builders FirstSource shares in Q4 2024, an estimated $638K.
IBEX Wealth Advisors first reported a position in Builders FirstSource in Q3 2021 and held it in 6 quarters.
IBEX Wealth Advisors's Builders FirstSource position peaked at $2.39M in Q3 2023.
818 funds tracked by Wall St. Rank held Builders FirstSource as of Q4 2024.

Based on IBEX Wealth Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.