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Next Financial Group’s Installed Building Products IBP Stock Holding History

Next Financial Group’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
2021
Q4 		$48K Sell
344
-467
-58% -$59.7K ﹤0.01% 1489
2021
Q3 		$87K Buy
+811
New +$96.7K 0.01% 1177
2020
Q4 		– Sell
-84
Closed -$9K – 2374
2020
Q3 		$9K Buy
+84
New +$7.2K ﹤0.01% 1662
2020
Q1 		– Sell
-1,896
Closed -$131K – 2244
2019
Q4 		$131K Buy
+1,896
New +$128K 0.01% 856

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
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Next Financial Group's IBP Position: Q4 2021 in Review

Next Financial Group reduced its Installed Building Products (IBP) stake by 58% in Q4 2021, selling an estimated $59.7K and leaving 344 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #1489.

Next Financial Group first reported a position in IBP in Q4 2019 and has held it in 4 quarters since. The position peaked at $131K in Q4 2019. 225 funds tracked by Wall St. Rank hold IBP as of Q4 2021.

  • Next Financial Group held 344 shares of Installed Building Products worth $48K as of Q4 2021.
  • Next Financial Group sold 467 Installed Building Products shares in Q4 2021, an estimated $59.7K.
  • Installed Building Products made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1489 holding.
  • Next Financial Group first reported a position in Installed Building Products in Q4 2019 and has held it in 4 quarters since.
  • Next Financial Group's Installed Building Products position peaked at $131K in Q4 2019.
  • 225 funds tracked by Wall St. Rank held Installed Building Products as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.