Sheets Smith Wealth Management
IBP icon

Sheets Smith Wealth Management’s Installed Building Products IBP Stock Holding History

Sheets Smith Wealth Management’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
2020
Q1 		– Sell
-7,445
Closed -$509K – 298
2019
Q4 		$509K Buy
+7,445
New +$502K 0.1% 211
2016
Q3 		– Sell
-17,858
Closed -$648K – 275
2016
Q2 		$648K Buy
+17,858
New +$555K 0.19% 161

Other funds holding IBP

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Waddell & Reed Financial
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GMT Capital
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
Westwood Holdings Group
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return

Sheets Smith Wealth Management's IBP Position: Q1 2020 in Review

Sheets Smith Wealth Management sold out of Installed Building Products (IBP) in Q1 2020, closing a stake of 7,445 shares — an estimated $509K sold.

Sheets Smith Wealth Management first reported a position in IBP in Q2 2016 and held it in 2 quarters. The position peaked at $648K in Q2 2016. 171 funds tracked by Wall St. Rank hold IBP as of Q1 2020.

  • Sheets Smith Wealth Management reported no remaining Installed Building Products position as of Q1 2020 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 7,445 Installed Building Products shares in Q1 2020, an estimated $509K.
  • Sheets Smith Wealth Management first reported a position in Installed Building Products in Q2 2016 and held it in 2 quarters.
  • Sheets Smith Wealth Management's Installed Building Products position peaked at $648K in Q2 2016.
  • 171 funds tracked by Wall St. Rank held Installed Building Products as of Q1 2020.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.