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Optimum Investment Advisors’s Builders FirstSource BLDR Stock Holding History

Optimum Investment Advisors’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
Q2 		– Sell
-250
Closed -$52.1K – 640
2024
Q1 		$52.1K Buy
+250
New +$46.2K 0.02% 361
2023
Q4 		– Sell
-160
Closed -$19.9K – 655
2023
Q3 		$19.9K Hold
160
– – 0.01% 469
2023
Q2 		$21.8K Buy
+160
New +$17.8K 0.01% 464

Other funds holding BLDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Optimum Investment Advisors's BLDR Position: Q2 2024 in Review

Optimum Investment Advisors sold out of Builders FirstSource (BLDR) in Q2 2024, closing a stake of 250 shares — an estimated $52.1K sold.

Optimum Investment Advisors first reported a position in BLDR in Q2 2023 and held it in 3 quarters. The position peaked at $52.1K in Q1 2024. 775 funds tracked by Wall St. Rank hold BLDR as of Q2 2024.

  • Optimum Investment Advisors reported no remaining Builders FirstSource position as of Q2 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 250 Builders FirstSource shares in Q2 2024, an estimated $52.1K.
  • Optimum Investment Advisors first reported a position in Builders FirstSource in Q2 2023 and held it in 3 quarters.
  • Optimum Investment Advisors's Builders FirstSource position peaked at $52.1K in Q1 2024.
  • 775 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2024.

Based on Optimum Investment Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.