Valeo Financial Advisors
BLDR icon

Valeo Financial Advisors’s Builders FirstSource BLDR Stock Holding History

Valeo Financial 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
2024
Q3 		– Sell
-1,567
Closed -$217K – 712
2024
Q2 		$217K Buy
+1,567
New +$266K 0.01% 591
2020
Q4 		– Sell
-3,500
Closed -$114K – 1680
2020
Q3 		$114K Buy
+3,500
New +$95K 0.01% 447
2018
Q4 		– Sell
-156
Closed -$2K – 1500
2018
Q3 		$2K Buy
+156
New +$2.64K ﹤0.01% 1435

Other funds holding BLDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Valeo Financial Advisors's BLDR Position: Q3 2024 in Review

Valeo Financial Advisors sold out of Builders FirstSource (BLDR) in Q3 2024, closing a stake of 1,567 shares — an estimated $217K sold.

Valeo Financial Advisors first reported a position in BLDR in Q3 2018 and held it in 3 quarters. The position peaked at $217K in Q2 2024. 831 funds tracked by Wall St. Rank hold BLDR as of Q3 2024.

  • Valeo Financial Advisors reported no remaining Builders FirstSource position as of Q3 2024 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,567 Builders FirstSource shares in Q3 2024, an estimated $217K.
  • Valeo Financial Advisors first reported a position in Builders FirstSource in Q3 2018 and held it in 3 quarters.
  • Valeo Financial Advisors's Builders FirstSource position peaked at $217K in Q2 2024.
  • 831 funds tracked by Wall St. Rank held Builders FirstSource as of Q3 2024.

Based on Valeo Financial Advisors's 13F filing for Q3 2024, filed 10 Oct 2024.