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Okabena Investment Services’s Builders FirstSource BLDR Stock Holding History

Okabena Investment Services’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
2023
Q2 		– Sell
-16
Closed -$1.59K – 162
2023
Q1 		$1.59K Sell
16
-65
-80% -$5.15K ﹤0.01% 179
2022
Q4 		$5.25K Buy
+81
New +$5.06K ﹤0.01% 160

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Okabena Investment Services's BLDR Position: Q2 2023 in Review

Okabena Investment Services sold out of Builders FirstSource (BLDR) in Q2 2023, closing a stake of 16 shares — an estimated $1.59K sold.

Okabena Investment Services first reported a position in BLDR in Q4 2022 and held it in 2 quarters. The position peaked at $5.25K in Q4 2022. 661 funds tracked by Wall St. Rank hold BLDR as of Q2 2023.

  • Okabena Investment Services reported no remaining Builders FirstSource position as of Q2 2023 after selling out during the quarter.
  • Okabena Investment Services sold 16 Builders FirstSource shares in Q2 2023, an estimated $1.59K.
  • Okabena Investment Services first reported a position in Builders FirstSource in Q4 2022 and held it in 2 quarters.
  • Okabena Investment Services's Builders FirstSource position peaked at $5.25K in Q4 2022.
  • 661 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2023.

Based on Okabena Investment Services's 13F filing for Q2 2023, filed 14 Aug 2023.