Raymond James Financial Services Advisors’s Installed Building Products IBP Stock Holding History

Raymond James Financial Services Advisors’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
2024 Q3	$224K	Buy	+911	New	+$206K	﹤0.01%	3122
2024 Q2	–	Sell	-21,838	Closed	-$5.65M	–	3462
2024 Q1	$5.65M	Buy	21,838 +13,509	+162%	+$2.89M	0.01%	1071
2023 Q4	$1.52M	Buy	8,329 +204	+3%	+$28.6K	﹤0.01%	1720
2023 Q3	$1.01M	Buy	8,125 +2,913	+56%	+$411K	﹤0.01%	1896
2023 Q2	$731K	Buy	5,212 +1,940	+59%	+$228K	﹤0.01%	2110
2023 Q1	$373K	Hold	3,272	–	–	﹤0.01%	2509
2022 Q4	$280K	Hold	3,272	–	–	﹤0.01%	2636
2022 Q3	$265K	Hold	3,272	–	–	﹤0.01%	2648
2022 Q2	$272K	Sell	3,272 -10	-0.3%	-$855	﹤0.01%	2663
2022 Q1	$277K	Hold	3,282	–	–	﹤0.01%	2764
2021 Q4	$459K	Buy	3,282 +10	+0.3%	+$1.28K	﹤0.01%	2429
2021 Q3	$351K	Sell	3,272 -1,028	-24%	-$123K	﹤0.01%	2586
2021 Q2	$526K	Hold	4,300	–	–	﹤0.01%	2338
2021 Q1	$477K	Hold	4,300	–	–	﹤0.01%	2321
2020 Q4	$438K	Hold	4,300	–	–	﹤0.01%	2222
2020 Q3	$438K	Hold	4,300	–	–	﹤0.01%	2055
2020 Q2	$296K	Sell	4,300 -965	-18%	-$53.5K	﹤0.01%	2245
2020 Q1	$210K	Sell	5,265 -1,922	-27%	-$124K	﹤0.01%	2041
2019 Q4	$495K	Buy	7,187 +3,075	+75%	+$207K	﹤0.01%	1990
2019 Q3	$236K	Hold	4,112	–	–	﹤0.01%	2383
2019 Q2	$244K	Buy	+4,112	New	+$217K	﹤0.01%	2400
2018 Q3	–	Sell	-5,875	Closed	-$332K	–	2857
2018 Q2	$332K	Buy	5,875 +78	+1%	+$4.62K	﹤0.01%	2170
2018 Q1	$348K	Buy	5,797 +722	+14%	+$48K	﹤0.01%	1947
2017 Q4	$385K	Buy	5,075 +275	+6%	+$19.1K	﹤0.01%	1861
2017 Q3	$311K	Buy	+4,800	New	+$269K	﹤0.01%	2003
2016 Q4	–	Sell	-12,965	Closed	-$465K	–	2387
2016 Q3	$465K	Buy	+12,965	New	+$451K	﹤0.01%	1533

Other funds holding IBP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Raymond James Financial Services Advisors's IBP Position: Q3 2024 in Review

Raymond James Financial Services Advisors opened a new position in Installed Building Products (IBP) in Q3 2024: 911 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #3122 among its holdings. This is a return to the name: Raymond James Financial Services Advisors previously reported a position in IBP as recently as Q1 2024.

Raymond James Financial Services Advisors first reported a position in IBP in Q3 2016 and has held it in 26 quarters since. The position peaked at $5.65M in Q1 2024. 400 funds tracked by Wall St. Rank hold IBP as of Q3 2024.

Raymond James Financial Services Advisors held 911 shares of Installed Building Products worth $224K as of Q3 2024.
Installed Building Products was a new Raymond James Financial Services Advisors position in Q3 2024.
Installed Building Products made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3122 holding.
Raymond James Financial Services Advisors first reported a position in Installed Building Products in Q3 2016 and has held it in 26 quarters since.
Raymond James Financial Services Advisors's Installed Building Products position peaked at $5.65M in Q1 2024.
400 funds tracked by Wall St. Rank held Installed Building Products as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.