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Baldwin Wealth Partners’s Virtus Biotech Clinical Trials ETF BBC Stock Holding History

Baldwin Wealth Partners’s Portfolio BBC Stock Details BBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-100
Closed -$2.79K – 300
2024
Q3 		$2.79K Hold
100
– – ﹤0.01% 921
2024
Q2 		$2.53K Hold
100
– – ﹤0.01% 644
2024
Q1 		$2.91K Hold
100
– – ﹤0.01% 632
2023
Q4 		$2.44K Hold
100
– – ﹤0.01% 661
2023
Q3 		$1.96K Hold
100
– – ﹤0.01% 685
2023
Q2 		$2.4K Hold
100
– – ﹤0.01% 692
2023
Q1 		$2.19K Hold
100
– – ﹤0.01% 723
2022
Q4 		$2.5K Buy
+100
New +$2.49K ﹤0.01% 704

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Osaic Holdings
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FDCDDQ
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Baldwin Wealth Partners sold out of Virtus Biotech Clinical Trials ETF (BBC) in Q4 2024, closing a stake of 100 shares — an estimated $2.79K sold.

Baldwin Wealth Partners first reported a position in BBC in Q4 2022 and held it in 8 quarters. The position peaked at $2.91K in Q1 2024. 9 funds tracked by Wall St. Rank hold BBC as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Virtus Biotech Clinical Trials ETF position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 100 Virtus Biotech Clinical Trials ETF shares in Q4 2024, an estimated $2.79K.
  • Baldwin Wealth Partners first reported a position in Virtus Biotech Clinical Trials ETF in Q4 2022 and held it in 8 quarters.
  • Baldwin Wealth Partners's Virtus Biotech Clinical Trials ETF position peaked at $2.91K in Q1 2024.
  • 9 funds tracked by Wall St. Rank held Virtus Biotech Clinical Trials ETF as of Q4 2024.

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