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Baldwin Wealth Partners’s Ameris Bancorp ABCB Stock Holding History

Baldwin Wealth Partners’s Portfolio ABCB Stock Details ABCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,524
Closed -$283K – 242
2024
Q3 		$283K Buy
+4,524
New +$265K 0.02% 278

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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Baldwin Wealth Partners sold out of Ameris Bancorp (ABCB) in Q4 2024, closing a stake of 4,524 shares — an estimated $283K sold.

Baldwin Wealth Partners first reported a position in ABCB in Q3 2024 and held it in 1 quarter. The position peaked at $283K in Q3 2024. 319 funds tracked by Wall St. Rank hold ABCB as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Ameris Bancorp position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 4,524 Ameris Bancorp shares in Q4 2024, an estimated $283K.
  • Baldwin Wealth Partners first reported a position in Ameris Bancorp in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Ameris Bancorp position peaked at $283K in Q3 2024.
  • 319 funds tracked by Wall St. Rank held Ameris Bancorp as of Q4 2024.

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