SWA
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Sutton Wealth Advisors’s Installed Building Products IBP Stock Holding History

Sutton Wealth 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
2023
Q1 		– Sell
-355
Closed -$30.4K – 1158
2022
Q4 		$30.4K Hold
355
– – 0.01% 549
2022
Q3 		$28.8K Sell
355
-4
-1% -$370 0.01% 540
2022
Q2 		$29.9K Buy
359
+1
+0.3% +$85 0.01% 533
2022
Q1 		$30.2K Buy
358
+5
+1% +$529 0.01% 572
2021
Q4 		$49.3K Buy
353
+5
+1% +$640 0.02% 419
2021
Q3 		$37.3K Hold
348
– – 0.01% 488
2021
Q2 		$42.6K Hold
348
– – 0.02% 448
2021
Q1 		$38.6K Hold
348
– – 0.02% 463
2020
Q4 		$35.5K Hold
348
– – 0.02% 445
2020
Q3 		$35.4K Hold
348
– – 0.02% 384
2020
Q2 		$23.9K Hold
348
– – 0.01% 487
2020
Q1 		$13.9K Hold
348
– – 0.01% 567
2019
Q4 		$24K Hold
348
– – 0.01% 530
2019
Q3 		$20K Hold
348
– – 0.01% 582
2019
Q2 		$20.6K Hold
348
– – 0.01% 570
2019
Q1 		$16.9K Hold
348
– – 0.01% 635
2018
Q4 		$11.7K Hold
348
– – 0.01% 699
2018
Q3 		$13.6K Hold
348
– – 0.01% 715
2018
Q2 		$19.7K Hold
348
– – 0.01% 594
2018
Q1 		$20.9K Hold
348
– – 0.02% 553
2017
Q4 		$26.4K Hold
348
– – 0.02% 455
2017
Q3 		$22.6K Hold
348
– – 0.02% 506
2017
Q2 		$18.4K Hold
348
– – 0.01% 560
2017
Q1 		$18.4K Hold
348
– – 0.02% 543
2016
Q4 		$14.4K Hold
348
– – 0.01% 595
2016
Q3 		$12.5K Hold
348
– – 0.01% 602
2016
Q2 		$12.6K Hold
348
– – 0.01% 571
2016
Q1 		$9.26K Buy
+348
New +$7.67K 0.01% 625

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's IBP Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Installed Building Products (IBP) in Q1 2023, closing a stake of 355 shares — an estimated $30.4K sold.

Sutton Wealth Advisors first reported a position in IBP in Q1 2016 and held it in 28 quarters. The position peaked at $49.3K in Q4 2021. 263 funds tracked by Wall St. Rank hold IBP as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Installed Building Products position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 355 Installed Building Products shares in Q1 2023, an estimated $30.4K.
  • Sutton Wealth Advisors first reported a position in Installed Building Products in Q1 2016 and held it in 28 quarters.
  • Sutton Wealth Advisors's Installed Building Products position peaked at $49.3K in Q4 2021.
  • 263 funds tracked by Wall St. Rank held Installed Building Products as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.