JA
IBP icon

JOYN Advisors’s Installed Building Products IBP Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-115
Closed -$4K – 695
2018
Q4 		$4K Buy
+115
New +$4K ﹤0.01% 1308
2018
Q3 		– Sell
-10
Closed -$1K – 1806
2018
Q2 		$1K Buy
+10
New +$593 ﹤0.01% 1590

Other funds holding IBP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JOYN Advisors's IBP Position: Q1 2019 in Review

JOYN Advisors sold out of Installed Building Products (IBP) in Q1 2019, closing a stake of 115 shares — an estimated $4K sold.

JOYN Advisors first reported a position in IBP in Q2 2018 and held it in 2 quarters. The position peaked at $4K in Q4 2018. 151 funds tracked by Wall St. Rank hold IBP as of Q1 2019.

  • JOYN Advisors reported no remaining Installed Building Products position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 115 Installed Building Products shares in Q1 2019, an estimated $4K.
  • JOYN Advisors first reported a position in Installed Building Products in Q2 2018 and held it in 2 quarters.
  • JOYN Advisors's Installed Building Products position peaked at $4K in Q4 2018.
  • 151 funds tracked by Wall St. Rank held Installed Building Products as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.