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Baldwin Wealth Partners’s American Realty Investors ARL Stock Holding History

Baldwin Wealth Partners’s Portfolio ARL Stock Details ARL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-500
Closed -$7.31K – 730
2023
Q3 		$7.31K Buy
+500
New +$9.42K ﹤0.01% 597

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CSC
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baldwin Wealth Partners's ARL Position: Q4 2023 in Review

Baldwin Wealth Partners sold out of American Realty Investors (ARL) in Q4 2023, closing a stake of 500 shares — an estimated $7.31K sold.

Baldwin Wealth Partners first reported a position in ARL in Q3 2023 and held it in 1 quarter. The position peaked at $7.31K in Q3 2023. 28 funds tracked by Wall St. Rank hold ARL as of Q4 2023.

  • Baldwin Wealth Partners reported no remaining American Realty Investors position as of Q4 2023 after selling out during the quarter.
  • Baldwin Wealth Partners sold 500 American Realty Investors shares in Q4 2023, an estimated $7.31K.
  • Baldwin Wealth Partners first reported a position in American Realty Investors in Q3 2023 and held it in 1 quarter.
  • Baldwin Wealth Partners's American Realty Investors position peaked at $7.31K in Q3 2023.
  • 28 funds tracked by Wall St. Rank held American Realty Investors as of Q4 2023.

Based on Baldwin Wealth Partners's 13F filing for Q4 2023, filed 8 Jan 2024.