Accurate Wealth Management’s Baldwin Insurance Group BWIN Stock Holding History

Accurate Wealth Management’s Portfolio BWIN Stock Details BWIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-700	Closed	-$20.9K	–	1522
2022 Q4	$20.9K	Buy	+700	New	+$19.3K	0.01%	674

Other funds holding BWIN

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

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

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Accurate Wealth Management's BWIN Position: Q1 2023 in Review

Accurate Wealth Management sold out of Baldwin Insurance Group (BWIN) in Q1 2023, closing a stake of 700 shares — an estimated $20.9K sold.

Accurate Wealth Management first reported a position in BWIN in Q4 2022 and held it in 1 quarter. The position peaked at $20.9K in Q4 2022. 144 funds tracked by Wall St. Rank hold BWIN as of Q1 2023.

Accurate Wealth Management reported no remaining Baldwin Insurance Group position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 700 Baldwin Insurance Group shares in Q1 2023, an estimated $20.9K.
Accurate Wealth Management first reported a position in Baldwin Insurance Group in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's Baldwin Insurance Group position peaked at $20.9K in Q4 2022.
144 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.