IWC
BLD

Integrated Wealth Concepts’s TopBuild BLD Stock Holding History

Integrated Wealth Concepts’s Portfolio BLD Stock Details BLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-647
Closed -$263K – 1724
2024
Q3 		$263K Sell
647
-20
-3% -$8.07K ﹤0.01% 1421
2024
Q2 		$257K Sell
667
-106
-14% -$43.2K ﹤0.01% 1400
2024
Q1 		$341K Sell
773
-316
-29% -$124K ﹤0.01% 1251
2023
Q4 		$408K Sell
1,089
-7
-0.6% -$2K 0.01% 1094
2023
Q3 		$276K Sell
1,096
-181
-14% -$49.9K ﹤0.01% 1268
2023
Q2 		$340K Buy
+1,277
New +$281K 0.01% 1164

Other funds holding BLD

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Integrated Wealth Concepts's BLD Position: Q4 2024 in Review

Integrated Wealth Concepts sold out of TopBuild (BLD) in Q4 2024, closing a stake of 647 shares — an estimated $263K sold.

Integrated Wealth Concepts first reported a position in BLD in Q2 2023 and held it in 6 quarters. The position peaked at $408K in Q4 2023. 519 funds tracked by Wall St. Rank hold BLD as of Q4 2024.

  • Integrated Wealth Concepts reported no remaining TopBuild position as of Q4 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 647 TopBuild shares in Q4 2024, an estimated $263K.
  • Integrated Wealth Concepts first reported a position in TopBuild in Q2 2023 and held it in 6 quarters.
  • Integrated Wealth Concepts's TopBuild position peaked at $408K in Q4 2023.
  • 519 funds tracked by Wall St. Rank held TopBuild as of Q4 2024.

Based on Integrated Wealth Concepts's 13F filing for Q4 2024, filed 14 Feb 2025.