BWP
AABA

Baldwin Wealth Partners’s Altaba Inc AABA Stock Holding History

Baldwin Wealth Partners’s Portfolio AABA Stock Details AABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,845
Closed -$36K – 568
2019
Q3 		$36K Hold
1,845
– – 0.01% 348
2019
Q2 		$128K Hold
1,845
– – 0.02% 224
2019
Q1 		$137K Hold
1,845
– – 0.02% 217
2018
Q4 		$107K Hold
1,845
– – 0.02% 227
2018
Q3 		$126K Sell
1,845
-1,000
-35% -$70.5K 0.02% 230
2018
Q2 		$208K Hold
2,845
– – 0.03% 191
2018
Q1 		$211K Hold
2,845
– – 0.03% 190
2017
Q4 		$199K Hold
2,845
– – 0.03% 195
2017
Q3 		$188K Sell
2,845
-172
-6% -$10.6K 0.03% 192
2017
Q2 		$164K Buy
+3,017
New +$164K 0.03% 203

Other funds holding AABA

CWM
CIBC World Markets New York $20.8B AUM
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.69B AUM 28.38% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $583M AUM 17.29% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
QAM
QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return

Baldwin Wealth Partners's AABA Position: Q4 2019 in Review

Baldwin Wealth Partners sold out of Altaba Inc (AABA) in Q4 2019, closing a stake of 1,845 shares — an estimated $36K sold.

Baldwin Wealth Partners first reported a position in AABA in Q2 2017 and held it in 10 quarters. The position peaked at $211K in Q1 2018. 13 funds tracked by Wall St. Rank hold AABA as of Q4 2019.

  • Baldwin Wealth Partners reported no remaining Altaba Inc position as of Q4 2019 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,845 Altaba Inc shares in Q4 2019, an estimated $36K.
  • Baldwin Wealth Partners first reported a position in Altaba Inc in Q2 2017 and held it in 10 quarters.
  • Baldwin Wealth Partners's Altaba Inc position peaked at $211K in Q1 2018.
  • 13 funds tracked by Wall St. Rank held Altaba Inc as of Q4 2019.

Based on Baldwin Wealth Partners's 13F filing for Q4 2019, filed 29 Jan 2020.