TCI Wealth Advisors’s Installed Building Products IBP Stock Holding History

TCI 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 Q2	–	Sell	-29	Closed	-$3.31K	–	1128
2023 Q1	$3.31K	Buy	29 +1	+4%	+$108	﹤0.01%	1798
2022 Q4	$2.4K	Sell	28 -60	-68%	-$5.06K	﹤0.01%	1931
2022 Q3	$7K	Buy	88 +61	+226%	+$5.64K	﹤0.01%	1257
2022 Q2	$2K	Hold	27	–	–	﹤0.01%	2000
2022 Q1	$2K	Sell	27 -33	-55%	-$3.49K	﹤0.01%	1987
2021 Q4	$8K	Sell	60 -5	-8%	-$640	﹤0.01%	1331
2021 Q3	$7K	Buy	65 +11	+20%	+$1.31K	﹤0.01%	1356
2021 Q2	$7K	Buy	54 +1	+2%	+$122	﹤0.01%	1210
2021 Q1	$6K	Buy	53 +26	+96%	+$2.95K	﹤0.01%	1148
2020 Q4	$3K	Hold	27	–	–	﹤0.01%	1097
2020 Q3	$3K	Hold	27	–	–	﹤0.01%	956
2020 Q2	$2K	Hold	27	–	–	﹤0.01%	1068
2020 Q1	$1K	Hold	27	–	–	﹤0.01%	1256
2019 Q4	$2K	Hold	27	–	–	﹤0.01%	1155
2019 Q3	$2K	Hold	27	–	–	﹤0.01%	1088
2019 Q2	$2K	Hold	27	–	–	﹤0.01%	1022
2019 Q1	$1K	Hold	27	–	–	﹤0.01%	1232
2018 Q4	$1K	Hold	27	–	–	﹤0.01%	1228
2018 Q3	$1K	Hold	27	–	–	﹤0.01%	1236
2018 Q2	$2K	Hold	27	–	–	﹤0.01%	1088
2018 Q1	$2K	Hold	27	–	–	﹤0.01%	974
2017 Q4	$2K	Hold	27	–	–	﹤0.01%	1020
2017 Q3	$2K	Hold	27	–	–	﹤0.01%	954
2017 Q2	$1K	Hold	27	–	–	﹤0.01%	1142
2017 Q1	$1K	Hold	27	–	–	﹤0.01%	1104
2016 Q4	$1K	Hold	27	–	–	﹤0.01%	1172
2016 Q3	$1K	Hold	27	–	–	﹤0.01%	1133
2016 Q2	$1K	Hold	27	–	–	﹤0.01%	1074
2016 Q1	$1K	Buy	+27	New	+$595	﹤0.01%	1087

Other funds holding IBP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Installed Building Products (IBP) in Q2 2023, closing a stake of 29 shares — an estimated $3.31K sold.

TCI Wealth Advisors first reported a position in IBP in Q1 2016 and held it in 29 quarters. The position peaked at $8K in Q4 2021. 270 funds tracked by Wall St. Rank hold IBP as of Q2 2023.

TCI Wealth Advisors reported no remaining Installed Building Products position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 29 Installed Building Products shares in Q2 2023, an estimated $3.31K.
TCI Wealth Advisors first reported a position in Installed Building Products in Q1 2016 and held it in 29 quarters.
TCI Wealth Advisors's Installed Building Products position peaked at $8K in Q4 2021.
270 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2023.

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