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Baldwin Wealth Partners’s B&G Foods BGS Stock Holding History

Baldwin Wealth Partners’s Portfolio BGS Stock Details BGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-300
Closed -$2.42K – 1091
2024
Q2 		$2.42K Hold
300
– – ﹤0.01% 646
2024
Q1 		$3.43K Hold
300
– – ﹤0.01% 616
2023
Q4 		$3.15K Hold
300
– – ﹤0.01% 649
2023
Q3 		$2.97K Hold
300
– – ﹤0.01% 664
2023
Q2 		$4.18K Hold
300
– – ﹤0.01% 663
2023
Q1 		$4.66K Hold
300
– – ﹤0.01% 680
2022
Q4 		$3.35K Buy
+300
New +$4.17K ﹤0.01% 693

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baldwin Wealth Partners's BGS Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of B&G Foods (BGS) in Q3 2024, closing a stake of 300 shares — an estimated $2.42K sold.

Baldwin Wealth Partners first reported a position in BGS in Q4 2022 and held it in 7 quarters. The position peaked at $4.66K in Q1 2023. 238 funds tracked by Wall St. Rank hold BGS as of Q3 2024.

  • Baldwin Wealth Partners reported no remaining B&G Foods position as of Q3 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 300 B&G Foods shares in Q3 2024, an estimated $2.42K.
  • Baldwin Wealth Partners first reported a position in B&G Foods in Q4 2022 and held it in 7 quarters.
  • Baldwin Wealth Partners's B&G Foods position peaked at $4.66K in Q1 2023.
  • 238 funds tracked by Wall St. Rank held B&G Foods as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.