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Waller Financial Planning Group’s Builders FirstSource BLDR Stock Holding History

Waller Financial Planning Group’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
Q4 		– Sell
-1,225
Closed -$237K – 70
2024
Q3 		$237K Buy
+1,225
New +$203K 0.06% 62

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Waller Financial Planning Group's BLDR Position: Q4 2024 in Review

Waller Financial Planning Group sold out of Builders FirstSource (BLDR) in Q4 2024, closing a stake of 1,225 shares — an estimated $237K sold.

Waller Financial Planning Group first reported a position in BLDR in Q3 2024 and held it in 1 quarter. The position peaked at $237K in Q3 2024. 818 funds tracked by Wall St. Rank hold BLDR as of Q4 2024.

  • Waller Financial Planning Group reported no remaining Builders FirstSource position as of Q4 2024 after selling out during the quarter.
  • Waller Financial Planning Group sold 1,225 Builders FirstSource shares in Q4 2024, an estimated $237K.
  • Waller Financial Planning Group first reported a position in Builders FirstSource in Q3 2024 and held it in 1 quarter.
  • Waller Financial Planning Group's Builders FirstSource position peaked at $237K in Q3 2024.
  • 818 funds tracked by Wall St. Rank held Builders FirstSource as of Q4 2024.

Based on Waller Financial Planning Group's 13F filing for Q4 2024, filed 3 Jan 2025.