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WR Wealth Planners’s Builders FirstSource BLDR Stock Holding History

WR Wealth Planners’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 		$28.2K Sell
197
-6
-3% -$1.06K 0.01% 407
2024
Q3 		$39.4K Buy
203
+40
+25% +$6.63K 0.01% 372
2024
Q2 		$22.6K Buy
163
+80
+96% +$13.6K 0.01% 426
2024
Q1 		$17.3K Buy
+83
New +$15.3K 0.01% 481

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

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

WR Wealth Planners reduced its Builders FirstSource (BLDR) stake by 3% in Q4 2024, selling an estimated $1.06K and leaving 197 shares worth $28.2K. The position accounts for 0.01% of the portfolio, ranked #407.

WR Wealth Planners first reported a position in BLDR in Q1 2024 and has held it in 4 quarters since. The position peaked at $39.4K in Q3 2024. 818 funds tracked by Wall St. Rank hold BLDR as of Q4 2024.

  • WR Wealth Planners held 197 shares of Builders FirstSource worth $28.2K as of Q4 2024.
  • WR Wealth Planners sold 6 Builders FirstSource shares in Q4 2024, an estimated $1.06K.
  • Builders FirstSource made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #407 holding.
  • WR Wealth Planners first reported a position in Builders FirstSource in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Builders FirstSource position peaked at $39.4K in Q3 2024.
  • 818 funds tracked by Wall St. Rank held Builders FirstSource as of Q4 2024.

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