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LGT Financial Advisors’s Installed Building Products IBP Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-38
Closed -$6.66K – 505
2024
Q4 		$6.66K Sell
38
-76
-67% -$16.5K 0.01% 503
2024
Q3 		$28.1K Hold
114
– – 0.07% 204
2024
Q2 		$23.4K Hold
114
– – 0.05% 270
2024
Q1 		$29.5K Hold
114
– – 0.03% 292
2023
Q4 		$20.8K Buy
114
+76
+200% +$10.7K 0.03% 346
2023
Q3 		$4.75K Buy
+38
New +$5.37K 0.01% 632

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LGT Financial Advisors's IBP Position: Q1 2025 in Review

LGT Financial Advisors sold out of Installed Building Products (IBP) in Q1 2025, closing a stake of 38 shares — an estimated $6.66K sold.

LGT Financial Advisors first reported a position in IBP in Q3 2023 and held it in 6 quarters. The position peaked at $29.5K in Q1 2024. 354 funds tracked by Wall St. Rank hold IBP as of Q1 2025.

  • LGT Financial Advisors reported no remaining Installed Building Products position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 38 Installed Building Products shares in Q1 2025, an estimated $6.66K.
  • LGT Financial Advisors first reported a position in Installed Building Products in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Installed Building Products position peaked at $29.5K in Q1 2024.
  • 354 funds tracked by Wall St. Rank held Installed Building Products as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.