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Regent Peak Wealth Advisors’s Builders FirstSource BLDR Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-31
Closed -$1K – 248
2020
Q4 		$1K Buy
+31
New +$1.1K ﹤0.01% 889

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
CM
Conifer Management New York $607M AUM 29.07% 1-Year Est. Return

Regent Peak Wealth Advisors's BLDR Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Builders FirstSource (BLDR) in Q1 2021, closing a stake of 31 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in BLDR in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 380 funds tracked by Wall St. Rank hold BLDR as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Builders FirstSource position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 31 Builders FirstSource shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Builders FirstSource in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Builders FirstSource position peaked at $1K in Q4 2020.
  • 380 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.