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WealthPlan Investment Management’s BlueLinx BXC Stock Holding History

WealthPlan Investment Management’s Portfolio BXC Stock Details BXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-13,158
Closed -$1.17M – 457
2022
Q4 		$1.17M Buy
+13,158
New +$897K 0.08% 165

Other funds holding BXC

VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WealthPlan Investment Management's BXC Position: Q1 2023 in Review

WealthPlan Investment Management sold out of BlueLinx (BXC) in Q1 2023, closing a stake of 13,158 shares — an estimated $1.17M sold.

WealthPlan Investment Management first reported a position in BXC in Q4 2022 and held it in 1 quarter. The position peaked at $1.17M in Q4 2022. 153 funds tracked by Wall St. Rank hold BXC as of Q1 2023.

  • WealthPlan Investment Management reported no remaining BlueLinx position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 13,158 BlueLinx shares in Q1 2023, an estimated $1.17M.
  • WealthPlan Investment Management first reported a position in BlueLinx in Q4 2022 and held it in 1 quarter.
  • WealthPlan Investment Management's BlueLinx position peaked at $1.17M in Q4 2022.
  • 153 funds tracked by Wall St. Rank held BlueLinx as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.