SW
BLD

Simplicity Wealth’s TopBuild BLD Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-874
Closed -$337K – 562
2024
Q2 		$337K Buy
874
+4
+0.5% +$1.63K 0.01% 913
2024
Q1 		$383K Buy
+870
New +$340K 0.01% 833

Other funds holding BLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Simplicity Wealth's BLD Position: Q3 2024 in Review

Simplicity Wealth sold out of TopBuild (BLD) in Q3 2024, closing a stake of 874 shares — an estimated $337K sold.

Simplicity Wealth first reported a position in BLD in Q1 2024 and held it in 2 quarters. The position peaked at $383K in Q1 2024. 524 funds tracked by Wall St. Rank hold BLD as of Q3 2024.

  • Simplicity Wealth reported no remaining TopBuild position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 874 TopBuild shares in Q3 2024, an estimated $337K.
  • Simplicity Wealth first reported a position in TopBuild in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's TopBuild position peaked at $383K in Q1 2024.
  • 524 funds tracked by Wall St. Rank held TopBuild as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.