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Whalen Wealth Management’s Builders FirstSource BLDR Stock Holding History

Whalen Wealth Management’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
-4,887
Closed -$947K – 145
2024
Q3 		$947K Buy
4,887
+295
+6% +$48.9K 0.67% 32
2024
Q2 		$636K Buy
4,592
+2,452
+115% +$416K 0.5% 44
2024
Q1 		$446K Sell
2,140
-2,274
-52% -$420K 0.33% 56
2023
Q4 		$737K Buy
+4,414
New +$587K 0.66% 34

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 $5.72T AUM 30.48% 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
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 $95.5B AUM 28.4% 1-Year Est. Return

Whalen Wealth Management's BLDR Position: Q4 2024 in Review

Whalen Wealth Management sold out of Builders FirstSource (BLDR) in Q4 2024, closing a stake of 4,887 shares — an estimated $947K sold.

Whalen Wealth Management first reported a position in BLDR in Q4 2023 and held it in 4 quarters. The position peaked at $947K in Q3 2024. 818 funds tracked by Wall St. Rank hold BLDR as of Q4 2024.

  • Whalen Wealth Management reported no remaining Builders FirstSource position as of Q4 2024 after selling out during the quarter.
  • Whalen Wealth Management sold 4,887 Builders FirstSource shares in Q4 2024, an estimated $947K.
  • Whalen Wealth Management first reported a position in Builders FirstSource in Q4 2023 and held it in 4 quarters.
  • Whalen Wealth Management's Builders FirstSource position peaked at $947K in Q3 2024.
  • 818 funds tracked by Wall St. Rank held Builders FirstSource as of Q4 2024.

Based on Whalen Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.