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Stewardship Financial Advisors’s Installed Building Products IBP Stock Holding History

Stewardship Financial 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
2021
Q1 		$376K Hold
3,391
– – 0.13% 43
2020
Q4 		$346K Hold
3,391
– – 0.13% 44
2020
Q3 		$345K Hold
3,391
– – 0.14% 40
2020
Q2 		$233K Buy
+3,391
New +$188K 0.1% 48

Other funds holding IBP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $33.1B AUM 11.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Stewardship Financial Advisors's IBP Position: Q1 2021 in Review

Stewardship Financial Advisors held its Installed Building Products (IBP) position steady in Q1 2021 at 3,391 shares worth $376K. The position accounts for 0.13% of the portfolio, ranked #43.

Stewardship Financial Advisors first reported a position in IBP in Q2 2020 and has held it in 4 quarters since. 219 funds tracked by Wall St. Rank hold IBP as of Q1 2021.

  • Stewardship Financial Advisors held 3,391 shares of Installed Building Products worth $376K as of Q1 2021.
  • Stewardship Financial Advisors left its Installed Building Products share count unchanged in Q1 2021.
  • Installed Building Products made up 0.13% of Stewardship Financial Advisors's portfolio in Q1 2021, its #43 holding.
  • Stewardship Financial Advisors first reported a position in Installed Building Products in Q2 2020 and has held it in 4 quarters since.
  • 219 funds tracked by Wall St. Rank held Installed Building Products as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.