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Kestra Private Wealth Services’s Installed Building Products IBP Stock Holding History

Kestra Private Wealth Services’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
2024
Q3 		– Sell
-1,130
Closed -$232K – 1414
2024
Q2 		$232K Buy
+1,130
New +$254K ﹤0.01% 1162

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kestra Private Wealth Services's IBP Position: Q3 2024 in Review

Kestra Private Wealth Services sold out of Installed Building Products (IBP) in Q3 2024, closing a stake of 1,130 shares — an estimated $232K sold.

Kestra Private Wealth Services first reported a position in IBP in Q2 2024 and held it in 1 quarter. The position peaked at $232K in Q2 2024. 400 funds tracked by Wall St. Rank hold IBP as of Q3 2024.

  • Kestra Private Wealth Services reported no remaining Installed Building Products position as of Q3 2024 after selling out during the quarter.
  • Kestra Private Wealth Services sold 1,130 Installed Building Products shares in Q3 2024, an estimated $232K.
  • Kestra Private Wealth Services first reported a position in Installed Building Products in Q2 2024 and held it in 1 quarter.
  • Kestra Private Wealth Services's Installed Building Products position peaked at $232K in Q2 2024.
  • 400 funds tracked by Wall St. Rank held Installed Building Products as of Q3 2024.

Based on Kestra Private Wealth Services's 13F filing for Q3 2024, filed 13 Nov 2024.