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Baldwin Wealth Partners’s Allstate ALL Stock Holding History

Baldwin Wealth Partners’s Portfolio ALL Stock Details ALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-389
Closed -$73.9K – 262
2024
Q3 		$73.9K Buy
389
+83
+27% +$14.7K 0.01% 462
2024
Q2 		$48.9K Buy
306
+6
+2% +$1K ﹤0.01% 357
2024
Q1 		$51.9K Hold
300
– – ﹤0.01% 364
2023
Q4 		$42K Hold
300
– – ﹤0.01% 396
2023
Q3 		$33.4K Hold
300
– – ﹤0.01% 446
2023
Q2 		$32.7K Sell
300
-500
-63% -$56.7K ﹤0.01% 466
2023
Q1 		$88.6K Hold
800
– – 0.01% 340
2022
Q4 		$108K Buy
+800
New +$105K 0.01% 305
2018
Q2 		– Sell
-200
Closed -$19K – 509
2018
Q1 		$19K Hold
200
– – ﹤0.01% 382
2017
Q4 		$21K Hold
200
– – ﹤0.01% 368
2017
Q3 		$18K Buy
+200
New +$18.2K ﹤0.01% 377

Other funds holding ALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return