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Baldwin Wealth Partners’s Agilent Technologies A Stock Holding History

Baldwin Wealth Partners’s Portfolio A Stock Details A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,581
Closed -$235K – 239
2024
Q3 		$235K Buy
1,581
+9
+0.6% +$1.23K 0.02% 306
2024
Q2 		$204K Sell
1,572
-37
-2% -$5.17K 0.02% 197
2024
Q1 		$234K Sell
1,609
-400
-20% -$54.8K 0.02% 198
2023
Q4 		$279K Sell
2,009
-15,998
-89% -$1.9M 0.02% 185
2023
Q3 		$2.01M Sell
18,007
-152
-0.8% -$18.2K 0.17% 84
2023
Q2 		$2.18M Sell
18,159
-200
-1% -$25.5K 0.18% 88
2023
Q1 		$2.54M Sell
18,359
-323
-2% -$47.2K 0.22% 85
2022
Q4 		$2.8M Sell
18,682
-465
-2% -$66.4K 0.25% 83
2022
Q3 		$2.33M Sell
19,147
-137
-0.7% -$17.6K 0.32% 49
2022
Q2 		$2.29M Sell
19,284
-247
-1% -$30.4K 0.3% 50
2022
Q1 		$2.58M Sell
19,531
-1,575
-7% -$217K 0.27% 53
2021
Q4 		$3.37M Buy
21,106
+375
+2% +$58.4K 0.34% 50
2021
Q3 		$3.27M Sell
20,731
-995
-5% -$161K 0.36% 48
2021
Q2 		$3.21M Sell
21,726
-942
-4% -$128K 0.35% 50
2021
Q1 		$2.88M Sell
22,668
-7,301
-24% -$902K 0.34% 49
2020
Q4 		$3.55M Sell
29,969
-35,921
-55% -$3.97M 0.45% 50
2020
Q3 		$6.65M Sell
65,890
-1,955
-3% -$189K 0.91% 35
2020
Q2 		$6M Sell
67,845
-15
-0% -$1.23K 0.88% 35
2020
Q1 		$4.86M Buy
67,860
+11,644
+21% +$935K 0.85% 36
2019
Q4 		$4.8M Sell
56,216
-1,005
-2% -$79.1K 0.67% 46
2019
Q3 		$4.38M Sell
57,221
-2,233
-4% -$161K 0.66% 48
2019
Q2 		$4.44M Sell
59,454
-280
-0.5% -$20.7K 0.65% 48
2019
Q1 		$4.8M Buy
59,734
+2,319
+4% +$176K 0.72% 45
2018
Q4 		$3.87M Sell
57,415
-12,740
-18% -$857K 0.65% 46
2018
Q3 		$4.95M Buy
+70,155
New +$4.64M 0.69% 47
2016
Q3 		– Sell
-528
Closed -$23K – 529
2016
Q2 		$23K Sell
528
-1,784
-77% -$76.9K ﹤0.01% 324
2016
Q1 		$92K Buy
+2,312
New +$88.1K 0.02% 245

Other funds holding A

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Baldwin Wealth Partners's A Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Agilent Technologies (A) in Q4 2024, closing a stake of 1,581 shares — an estimated $235K sold.

Baldwin Wealth Partners first reported a position in A in Q1 2016 and held it in 27 quarters. The position peaked at $6.65M in Q3 2020. 1,078 funds tracked by Wall St. Rank hold A as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Agilent Technologies position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,581 Agilent Technologies shares in Q4 2024, an estimated $235K.
  • Baldwin Wealth Partners first reported a position in Agilent Technologies in Q1 2016 and held it in 27 quarters.
  • Baldwin Wealth Partners's Agilent Technologies position peaked at $6.65M in Q3 2020.
  • 1,078 funds tracked by Wall St. Rank held Agilent Technologies as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.