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TCI Wealth Advisors’s Builders FirstSource BLDR Stock Holding History

TCI 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
2023
Q2 		– Sell
-274
Closed -$24.3K – 464
2023
Q1 		$24.3K Sell
274
-1
-0.4% -$79 ﹤0.01% 632
2022
Q4 		$17.8K Buy
275
+2
+0.7% +$125 ﹤0.01% 750
2022
Q3 		$16K Sell
273
-234
-46% -$14.6K ﹤0.01% 753
2022
Q2 		$27K Buy
507
+115
+29% +$7.05K ﹤0.01% 546
2022
Q1 		$25K Sell
392
-30
-7% -$2.18K ﹤0.01% 596
2021
Q4 		$36K Sell
422
-8
-2% -$542 0.01% 484
2021
Q3 		$22K Buy
430
+151
+54% +$7.38K ﹤0.01% 642
2021
Q2 		$12K Sell
279
-127
-31% -$5.89K ﹤0.01% 837
2021
Q1 		$19K Buy
406
+397
+4,411% +$16.9K 0.01% 584
2020
Q4 		$0 Hold
9
– – ﹤0.01% 1545
2020
Q3 		$0 Buy
+9
New +$244 ﹤0.01% 1535
2018
Q4 		– Sell
-102
Closed -$1K – 1454
2018
Q3 		$1K Hold
102
– – ﹤0.01% 1166
2018
Q2 		$2K Hold
102
– – ﹤0.01% 1035
2018
Q1 		$2K Hold
102
– – ﹤0.01% 939
2017
Q4 		$2K Sell
102
-2
-2% -$38 ﹤0.01% 993
2017
Q3 		$2K Buy
104
+62
+148% +$1K ﹤0.01% 931
2017
Q2 		$1K Buy
+42
New +$627 ﹤0.01% 1098

Other funds holding BLDR

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

TCI Wealth Advisors's BLDR Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Builders FirstSource (BLDR) in Q2 2023, closing a stake of 274 shares — an estimated $24.3K sold.

TCI Wealth Advisors first reported a position in BLDR in Q2 2017 and held it in 17 quarters. The position peaked at $36K in Q4 2021. 661 funds tracked by Wall St. Rank hold BLDR as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Builders FirstSource position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 274 Builders FirstSource shares in Q2 2023, an estimated $24.3K.
  • TCI Wealth Advisors first reported a position in Builders FirstSource in Q2 2017 and held it in 17 quarters.
  • TCI Wealth Advisors's Builders FirstSource position peaked at $36K in Q4 2021.
  • 661 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.