Toth Financial Advisory’s Installed Building Products IBP Stock Holding History

Toth Financial Advisory’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 Q2	–	Sell	-7,500	Closed	-$832K	–	714
2021 Q1	$832K	Buy	7,500 +2,150	+40%	+$244K	0.13%	122
2020 Q4	$545K	Buy	5,350 +800	+18%	+$81.7K	0.09%	135
2020 Q3	$463K	Buy	4,550 +3,125	+219%	+$268K	0.09%	135
2020 Q2	$98K	Sell	1,425 -400	-22%	-$22.2K	0.02%	195
2020 Q1	$73K	Sell	1,825 -8,425	-82%	-$545K	0.02%	159
2019 Q4	$706K	Buy	10,250 +5,100	+99%	+$344K	0.14%	102
2019 Q3	$295K	Hold	5,150	–	–	0.06%	142
2019 Q2	$305K	Buy	+5,150	New	+$271K	0.07%	140

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Toth Financial Advisory's IBP Position: Q2 2021 in Review

Toth Financial Advisory sold out of Installed Building Products (IBP) in Q2 2021, closing a stake of 7,500 shares — an estimated $832K sold.

Toth Financial Advisory first reported a position in IBP in Q2 2019 and held it in 8 quarters. The position peaked at $832K in Q1 2021. 209 funds tracked by Wall St. Rank hold IBP as of Q2 2021.

Toth Financial Advisory reported no remaining Installed Building Products position as of Q2 2021 after selling out during the quarter.
Toth Financial Advisory sold 7,500 Installed Building Products shares in Q2 2021, an estimated $832K.
Toth Financial Advisory first reported a position in Installed Building Products in Q2 2019 and held it in 8 quarters.
Toth Financial Advisory's Installed Building Products position peaked at $832K in Q1 2021.
209 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2021.

Based on Toth Financial Advisory's 13F filing for Q2 2021, filed 26 Jul 2021.