Baldwin Wealth Partners’s Ball Corp BALL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-837	Closed	-$56.8K	–	298
2024 Q3	$56.8K	Hold	837	–	–	﹤0.01%	524
2024 Q2	$50.2K	Hold	837	–	–	﹤0.01%	350
2024 Q1	$56.4K	Hold	837	–	–	﹤0.01%	354
2023 Q4	$48.1K	Sell	837 -200	-19%	-$10.3K	﹤0.01%	379
2023 Q3	$51.6K	Sell	1,037 -1,113	-52%	-$60.7K	﹤0.01%	391
2023 Q2	$125K	Hold	2,150	–	–	0.01%	289
2023 Q1	$118K	Sell	2,150 -50	-2%	-$2.78K	0.01%	306
2022 Q4	$113K	Buy	+2,200	New	+$114K	0.01%	298
2016 Q3	–	Sell	-1,028	Closed	-$37K	–	538
2016 Q2	$37K	Sell	1,028 -63,658	-98%	-$2.3M	0.01%	287
2016 Q1	$2.31M	Sell	64,686 -21,746	-25%	-$741K	0.41%	53
2015 Q4	$3.14M	Buy	86,432 +29,484	+52%	+$1.01M	0.51%	53
2015 Q3	$1.77M	Sell	56,948 -1,152	-2%	-$39K	0.3%	75
2015 Q2	$2.04M	Buy	58,100 +350	+0.6%	+$12.6K	0.3%	75
2015 Q1	$2.04M	Sell	57,750 -204	-0.4%	-$7.06K	0.3%	77
2014 Q4	$1.98M	Buy	57,954 +36	+0.1%	+$1.19K	0.29%	80
2014 Q3	$1.83M	Buy	+57,918	New	+$1.85M	0.26%	82

Other funds holding BALL

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

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

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management

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

JP Morgan Chase

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return