PS
BLD

Planned Solutions’s TopBuild BLD Stock Holding History

Planned Solutions’s Portfolio BLD Stock Details BLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-300
Closed -$122K – 172
2024
Q3 		$122K Buy
+300
New +$121K 0.05% 171
2024
Q1 		– Sell
-300
Closed -$112K – 144
2023
Q4 		$112K Buy
+300
New +$85.9K 0.05% 163
2021
Q1 		– Sell
-300
Closed -$55K – 97
2020
Q4 		$55K Buy
+300
New +$53.1K 0.04% 179

Other funds holding BLD

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Planned Solutions's BLD Position: Q4 2024 in Review

Planned Solutions sold out of TopBuild (BLD) in Q4 2024, closing a stake of 300 shares — an estimated $122K sold.

Planned Solutions first reported a position in BLD in Q4 2020 and held it in 3 quarters. The position peaked at $122K in Q3 2024. 519 funds tracked by Wall St. Rank hold BLD as of Q4 2024.

  • Planned Solutions reported no remaining TopBuild position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 300 TopBuild shares in Q4 2024, an estimated $122K.
  • Planned Solutions first reported a position in TopBuild in Q4 2020 and held it in 3 quarters.
  • Planned Solutions's TopBuild position peaked at $122K in Q3 2024.
  • 519 funds tracked by Wall St. Rank held TopBuild as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.