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Napa Wealth Management’s Installed Building Products IBP Stock Holding History

Napa Wealth Management’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
Q2 		– Sell
-2,044
Closed -$529K – 119
2024
Q1 		$529K Buy
+2,044
New +$438K 0.28% 32

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 International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Napa Wealth Management's IBP Position: Q2 2024 in Review

Napa Wealth Management sold out of Installed Building Products (IBP) in Q2 2024, closing a stake of 2,044 shares — an estimated $529K sold.

Napa Wealth Management first reported a position in IBP in Q1 2024 and held it in 1 quarter. The position peaked at $529K in Q1 2024. 390 funds tracked by Wall St. Rank hold IBP as of Q2 2024.

  • Napa Wealth Management reported no remaining Installed Building Products position as of Q2 2024 after selling out during the quarter.
  • Napa Wealth Management sold 2,044 Installed Building Products shares in Q2 2024, an estimated $529K.
  • Napa Wealth Management first reported a position in Installed Building Products in Q1 2024 and held it in 1 quarter.
  • Napa Wealth Management's Installed Building Products position peaked at $529K in Q1 2024.
  • 390 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2024.

Based on Napa Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.