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Wealthspire Advisors (Maryland)’s Installed Building Products IBP Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio IBP Stock Details IBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-55
Closed -$3K – 1163
2019
Q1 		$3K Hold
55
– – ﹤0.01% 2009
2018
Q4 		$2K Buy
55
+7
+15% +$243 ﹤0.01% 2090
2018
Q3 		$2K Buy
48
+11
+30% +$554 ﹤0.01% 2160
2018
Q2 		$2K Buy
37
+5
+16% +$296 ﹤0.01% 2162
2018
Q1 		$2K Hold
32
– – ﹤0.01% 2178
2017
Q4 		$2K Buy
32
+29
+967% +$2.01K ﹤0.01% 2131
2017
Q3 		$0 Buy
+3
New +$168 ﹤0.01% 2344

Other funds holding IBP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IBP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Installed Building Products (IBP) in Q2 2019, closing a stake of 55 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in IBP in Q3 2017 and held it in 7 quarters. The position peaked at $3K in Q1 2019. 148 funds tracked by Wall St. Rank hold IBP as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Installed Building Products position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 55 Installed Building Products shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Installed Building Products in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Installed Building Products position peaked at $3K in Q1 2019.
  • 148 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.