WR Wealth Planners’s TopBuild BLD Stock Holding History

WR Wealth Planners’s Portfolio BLD Stock Details BLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$294K	Sell	944 -109	-10%	-$40K	0.09%	132
2024 Q3	$428K	Buy	1,053 +31	+3%	+$12.5K	0.12%	113
2024 Q2	$394K	Sell	1,022 -701	-41%	-$286K	0.12%	111
2024 Q1	$759K	Buy	1,723 +14	+0.8%	+$5.48K	0.24%	61
2023 Q4	$640K	Buy	1,709 +202	+13%	+$57.8K	0.24%	74
2023 Q3	$379K	Buy	1,507 +61	+4%	+$16.8K	0.14%	115
2023 Q2	$385K	Buy	1,446 +55	+4%	+$12.1K	0.15%	111
2023 Q1	$290K	Buy	1,391 +46	+3%	+$8.89K	0.13%	127
2022 Q4	$210K	Buy	1,345 +10	+0.7%	+$1.59K	0.13%	111
2022 Q3	$220K	Sell	1,335 -140	-9%	-$25.9K	0.15%	101
2022 Q2	$247K	Buy	1,475 +25	+2%	+$4.58K	0.16%	97
2022 Q1	$263K	Buy	+1,450	New	+$325K	0.16%	100

Other funds holding BLD

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

WR Wealth Planners's BLD Position: Q4 2024 in Review

WR Wealth Planners reduced its TopBuild (BLD) stake by 10% in Q4 2024, selling an estimated $40K and leaving 944 shares worth $294K. The position accounts for 0.09% of the portfolio, ranked #132.

WR Wealth Planners first reported a position in BLD in Q1 2022 and has held it in 12 quarters since. The position peaked at $759K in Q1 2024. 519 funds tracked by Wall St. Rank hold BLD as of Q4 2024.

WR Wealth Planners held 944 shares of TopBuild worth $294K as of Q4 2024.
WR Wealth Planners sold 109 TopBuild shares in Q4 2024, an estimated $40K.
TopBuild made up 0.09% of WR Wealth Planners's portfolio in Q4 2024, its #132 holding.
WR Wealth Planners first reported a position in TopBuild in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's TopBuild position peaked at $759K in Q1 2024.
519 funds tracked by Wall St. Rank held TopBuild as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.