LWA
BLD

Lenox Wealth Advisors’s TopBuild BLD Stock Holding History

Lenox Wealth Advisors’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
2022
Q1 		$4K Hold
22
– – ﹤0.01% 576
2021
Q4 		$6K Hold
22
– – ﹤0.01% 569
2021
Q3 		$5K Hold
22
– – ﹤0.01% 550
2021
Q2 		$4K Buy
+22
New +$4.56K ﹤0.01% 578
2017
Q4 		– Sell
-46
Closed -$3K – 392
2017
Q3 		$3K Buy
+46
New +$2.6K ﹤0.01% 107

Other funds holding BLD

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
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lenox Wealth Advisors's BLD Position: Q1 2022 in Review

Lenox Wealth Advisors held its TopBuild (BLD) position steady in Q1 2022 at 22 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Lenox Wealth Advisors first reported a position in BLD in Q3 2017 and has held it in 5 quarters since. The position peaked at $6K in Q4 2021. 357 funds tracked by Wall St. Rank hold BLD as of Q1 2022.

  • Lenox Wealth Advisors held 22 shares of TopBuild worth $4K as of Q1 2022.
  • Lenox Wealth Advisors left its TopBuild share count unchanged in Q1 2022.
  • TopBuild made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #576 holding.
  • Lenox Wealth Advisors first reported a position in TopBuild in Q3 2017 and has held it in 5 quarters since.
  • Lenox Wealth Advisors's TopBuild position peaked at $6K in Q4 2021.
  • 357 funds tracked by Wall St. Rank held TopBuild as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.