Baldwin Wealth Partners’s Amalgamated Financial AMAL Stock Holding History

Baldwin Wealth Partners’s Portfolio AMAL Stock Details AMAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-500	Closed	-$15.7K	–	267
2024 Q3	$15.7K	Hold	500	–	–	﹤0.01%	731
2024 Q2	$13.7K	Hold	500	–	–	﹤0.01%	510
2024 Q1	$12K	Hold	500	–	–	﹤0.01%	535
2023 Q4	$13.5K	Hold	500	–	–	﹤0.01%	547
2023 Q3	$8.61K	Hold	500	–	–	﹤0.01%	587
2023 Q2	$8.04K	Hold	500	–	–	﹤0.01%	612
2023 Q1	$8.85K	Hold	500	–	–	﹤0.01%	626
2022 Q4	$11.5K	Hold	500	–	–	﹤0.01%	598
2022 Q3	$11K	Hold	500	–	–	﹤0.01%	506
2022 Q2	$10K	Hold	500	–	–	﹤0.01%	529
2022 Q1	$9K	Hold	500	–	–	﹤0.01%	546
2021 Q4	$8K	Hold	500	–	–	﹤0.01%	521
2021 Q3	$8K	Hold	500	–	–	﹤0.01%	535
2021 Q2	$8K	Hold	500	–	–	﹤0.01%	542
2021 Q1	$8K	Hold	500	–	–	﹤0.01%	524
2020 Q4	$7K	Sell	500 -55	-10%	-$700	﹤0.01%	478
2020 Q3	$6K	Hold	555	–	–	﹤0.01%	458
2020 Q2	$7K	Hold	555	–	–	﹤0.01%	445
2020 Q1	$6K	Hold	555	–	–	﹤0.01%	456
2019 Q4	$11K	Buy	555 +55	+11%	+$1.01K	﹤0.01%	449
2019 Q3	$8K	Hold	500	–	–	﹤0.01%	463
2019 Q2	$9K	Hold	500	–	–	﹤0.01%	455
2019 Q1	$8K	Buy	+500	New	+$8.99K	﹤0.01%	460

Other funds holding AMAL

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

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

Baldwin Wealth Partners sold out of Amalgamated Financial (AMAL) in Q4 2024, closing a stake of 500 shares — an estimated $15.7K sold.

Baldwin Wealth Partners first reported a position in AMAL in Q1 2019 and held it in 23 quarters. The position peaked at $15.7K in Q3 2024. 195 funds tracked by Wall St. Rank hold AMAL as of Q4 2024.

Baldwin Wealth Partners reported no remaining Amalgamated Financial position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 500 Amalgamated Financial shares in Q4 2024, an estimated $15.7K.
Baldwin Wealth Partners first reported a position in Amalgamated Financial in Q1 2019 and held it in 23 quarters.
Baldwin Wealth Partners's Amalgamated Financial position peaked at $15.7K in Q3 2024.
195 funds tracked by Wall St. Rank held Amalgamated Financial as of Q4 2024.

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