TriaGen Wealth Management’s Builders FirstSource BLDR Stock Holding History

TriaGen Wealth Management’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 Q4	–	Sell	-3,600	Closed	-$448K	–	162
2023 Q3	$448K	Sell	3,600 -191	-5%	-$26.4K	0.23%	96
2023 Q2	$516K	Buy	+3,791	New	+$422K	0.24%	100
2022 Q2	–	Sell	-7,163	Closed	-$462K	–	160
2022 Q1	$462K	Buy	7,163 +2,803	+64%	+$203K	0.24%	108
2021 Q4	$374K	Buy	+4,360	New	+$295K	0.18%	124

Other funds holding BLDR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TriaGen Wealth Management's BLDR Position: Q4 2023 in Review

TriaGen Wealth Management sold out of Builders FirstSource (BLDR) in Q4 2023, closing a stake of 3,600 shares — an estimated $448K sold.

TriaGen Wealth Management first reported a position in BLDR in Q4 2021 and held it in 4 quarters. The position peaked at $516K in Q2 2023. 744 funds tracked by Wall St. Rank hold BLDR as of Q4 2023.

TriaGen Wealth Management reported no remaining Builders FirstSource position as of Q4 2023 after selling out during the quarter.
TriaGen Wealth Management sold 3,600 Builders FirstSource shares in Q4 2023, an estimated $448K.
TriaGen Wealth Management first reported a position in Builders FirstSource in Q4 2021 and held it in 4 quarters.
TriaGen Wealth Management's Builders FirstSource position peaked at $516K in Q2 2023.
744 funds tracked by Wall St. Rank held Builders FirstSource as of Q4 2023.

Based on TriaGen Wealth Management's 13F filing for Q4 2023, filed 23 Jan 2024.