JP Morgan Private Wealth Advisors’s Builders FirstSource BLDR Stock Holding History

JP Morgan Private 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
2023 Q3	$11.3M	Sell	90,391 -2,262	-2%	-$312K	0.03%	355
2023 Q2	$12.6M	Sell	92,653 -16,083	-15%	-$1.79M	0.07%	206
2023 Q1	$9.65M	Buy	108,736 +1,291	+1%	+$102K	0.02%	434
2022 Q4	$6.97M	Buy	107,445 +8,961	+9%	+$560K	0.02%	501
2022 Q3	$5.8M	Buy	98,484 +78,785	+400%	+$4.93M	0.02%	520
2022 Q2	$1.06M	Sell	19,699 -4,316	-18%	-$265K	﹤0.01%	1124
2022 Q1	$1.55M	Buy	+24,015	New	+$1.74M	﹤0.01%	1010
2016 Q1	–	Sell	-22,066	Closed	-$244K	–	1247
2015 Q4	$244K	Buy	22,066 +4,366	+25%	+$55.5K	﹤0.01%	950
2015 Q3	$224K	Buy	+17,700	New	+$251K	﹤0.01%	900

Other funds holding BLDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BLDR Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Builders FirstSource (BLDR) stake by 2.4% in Q3 2023, selling an estimated $312K and leaving 90,391 shares worth $11.3M. The position accounts for 0.03% of the portfolio, ranked #355.

JP Morgan Private Wealth Advisors first reported a position in BLDR in Q3 2015 and has held it in 9 quarters since. The position peaked at $12.6M in Q2 2023. 673 funds tracked by Wall St. Rank hold BLDR as of Q3 2023.

JP Morgan Private Wealth Advisors held 90,391 shares of Builders FirstSource worth $11.3M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 2,262 Builders FirstSource shares in Q3 2023, an estimated $312K.
Builders FirstSource made up 0.03% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #355 holding.
JP Morgan Private Wealth Advisors first reported a position in Builders FirstSource in Q3 2015 and has held it in 9 quarters since.
JP Morgan Private Wealth Advisors's Builders FirstSource position peaked at $12.6M in Q2 2023.
673 funds tracked by Wall St. Rank held Builders FirstSource as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.