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WealthPLAN Partners’s BlueLinx BXC Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-1,496
Closed -$140K – 423
2023
Q2 		$140K Sell
1,496
-143
-9% -$11.4K 0.02% 340
2023
Q1 		$111K Sell
1,639
-11,519
-88% -$932K 0.01% 404
2022
Q4 		$1.17M Buy
+13,158
New +$897K 0.08% 165
2021
Q4 		– Sell
-7,122
Closed -$572K – 383
2021
Q3 		$572K Sell
7,122
-2,316
-25% -$116K 0.04% 238
2021
Q2 		$558K Buy
+9,438
New +$464K 0.04% 224

Other funds holding BXC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.75B AUM 1.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $331M AUM 75.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return