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McGlone Suttner Wealth Management’s Builders FirstSource BLDR Stock Holding History

McGlone Suttner 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
2024
Q1 		– Sell
-380
Closed -$63.4K – 235
2023
Q4 		$63.4K Buy
+380
New +$50.5K 0.01% 256

Other funds holding BLDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McGlone Suttner Wealth Management's BLDR Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Builders FirstSource (BLDR) in Q1 2024, closing a stake of 380 shares — an estimated $63.4K sold.

McGlone Suttner Wealth Management first reported a position in BLDR in Q4 2023 and held it in 1 quarter. The position peaked at $63.4K in Q4 2023. 859 funds tracked by Wall St. Rank hold BLDR as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Builders FirstSource position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 380 Builders FirstSource shares in Q1 2024, an estimated $63.4K.
  • McGlone Suttner Wealth Management first reported a position in Builders FirstSource in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Builders FirstSource position peaked at $63.4K in Q4 2023.
  • 859 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.