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

Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return

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

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

JCP

JB Capital Partners Armonk, New York $646M AUM 39.9% 1-Year Est. Return

Nokomis Capital Dallas, Texas $290M AUM 55.12% 1-Year Est. Return

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

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

WealthPLAN Partners's BXC Position: Q3 2023 in Review

WealthPLAN Partners sold out of BlueLinx (BXC) in Q3 2023, closing a stake of 1,496 shares — an estimated $140K sold.

WealthPLAN Partners first reported a position in BXC in Q2 2021 and held it in 5 quarters. The position peaked at $1.17M in Q4 2022. 162 funds tracked by Wall St. Rank hold BXC as of Q3 2023.

WealthPLAN Partners reported no remaining BlueLinx position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 1,496 BlueLinx shares in Q3 2023, an estimated $140K.
WealthPLAN Partners first reported a position in BlueLinx in Q2 2021 and held it in 5 quarters.
WealthPLAN Partners's BlueLinx position peaked at $1.17M in Q4 2022.
162 funds tracked by Wall St. Rank held BlueLinx as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.