PWAG
BLD

Polaris Wealth Advisory Group’s TopBuild BLD Stock Holding History

Polaris Wealth Advisory Group’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
2021
Q2 		– Sell
-34,055
Closed -$7.47M – 174
2021
Q1 		$7.47M Buy
34,055
+6,861
+25% +$1.39M 0.48% 67
2020
Q4 		$5.04M Buy
+27,194
New +$4.81M 0.38% 81

Other funds holding BLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Polaris Wealth Advisory Group's BLD Position: Q2 2021 in Review

Polaris Wealth Advisory Group sold out of TopBuild (BLD) in Q2 2021, closing a stake of 34,055 shares — an estimated $7.47M sold.

Polaris Wealth Advisory Group first reported a position in BLD in Q4 2020 and held it in 2 quarters. The position peaked at $7.47M in Q1 2021. 334 funds tracked by Wall St. Rank hold BLD as of Q2 2021.

  • Polaris Wealth Advisory Group reported no remaining TopBuild position as of Q2 2021 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 34,055 TopBuild shares in Q2 2021, an estimated $7.47M.
  • Polaris Wealth Advisory Group first reported a position in TopBuild in Q4 2020 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's TopBuild position peaked at $7.47M in Q1 2021.
  • 334 funds tracked by Wall St. Rank held TopBuild as of Q2 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2021, filed 23 Jul 2021.