BWP
AVAV icon

Baldwin Wealth Partners’s AeroVironment AVAV Stock Holding History

Baldwin Wealth Partners’s Portfolio AVAV Stock Details AVAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,793
Closed -$359K – 288
2024
Q3 		$359K Buy
+1,793
New +$323K 0.02% 248
2017
Q1 		– Sell
-400
Closed -$11K – 495
2016
Q4 		$11K Hold
400
– – ﹤0.01% 432
2016
Q3 		$10K Hold
400
– – ﹤0.01% 448
2016
Q2 		$11K Hold
400
– – ﹤0.01% 388
2016
Q1 		$11K Buy
+400
New +$10.4K ﹤0.01% 407

Other funds holding AVAV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Baldwin Wealth Partners sold out of AeroVironment (AVAV) in Q4 2024, closing a stake of 1,793 shares — an estimated $359K sold.

Baldwin Wealth Partners first reported a position in AVAV in Q1 2016 and held it in 5 quarters. The position peaked at $359K in Q3 2024. 411 funds tracked by Wall St. Rank hold AVAV as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining AeroVironment position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,793 AeroVironment shares in Q4 2024, an estimated $359K.
  • Baldwin Wealth Partners first reported a position in AeroVironment in Q1 2016 and held it in 5 quarters.
  • Baldwin Wealth Partners's AeroVironment position peaked at $359K in Q3 2024.
  • 411 funds tracked by Wall St. Rank held AeroVironment as of Q4 2024.

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