Liberty Wealth Management’s Builders FirstSource BLDR Stock Holding History

Liberty Wealth Management’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
2020 Q2	–	Sell	-238	Closed	-$3K	–	862
2020 Q1	$3K	Sell	238 -365	-61%	-$8.25K	﹤0.01%	661
2019 Q4	$15K	Hold	603	–	–	0.01%	455
2019 Q3	$12K	Buy	+603	New	+$11.2K	0.01%	480

Other funds holding BLDR

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

Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

SCM

Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Liberty Wealth Management's BLDR Position: Q2 2020 in Review

Liberty Wealth Management sold out of Builders FirstSource (BLDR) in Q2 2020, closing a stake of 238 shares — an estimated $3K sold.

Liberty Wealth Management first reported a position in BLDR in Q3 2019 and held it in 3 quarters. The position peaked at $15K in Q4 2019. 235 funds tracked by Wall St. Rank hold BLDR as of Q2 2020.

Liberty Wealth Management reported no remaining Builders FirstSource position as of Q2 2020 after selling out during the quarter.
Liberty Wealth Management sold 238 Builders FirstSource shares in Q2 2020, an estimated $3K.
Liberty Wealth Management first reported a position in Builders FirstSource in Q3 2019 and held it in 3 quarters.
Liberty Wealth Management's Builders FirstSource position peaked at $15K in Q4 2019.
235 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.