Baldwin Wealth Partners’s BP BP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,200	Closed	-$163K	–	330
2024 Q3	$163K	Sell	5,200 -75	-1%	-$2.54K	0.01%	357
2024 Q2	$190K	Hold	5,275	–	–	0.01%	206
2024 Q1	$199K	Hold	5,275	–	–	0.02%	209
2023 Q4	$187K	Sell	5,275 -89	-2%	-$3.26K	0.01%	215
2023 Q3	$208K	Hold	5,364	–	–	0.02%	215
2023 Q2	$189K	Sell	5,364 -103	-2%	-$3.81K	0.02%	242
2023 Q1	$207K	Sell	5,467 -170	-3%	-$6.35K	0.02%	235
2022 Q4	$197K	Buy	5,637 +5,587	+11,174%	+$186K	0.02%	231
2022 Q3	$1K	Hold	50	–	–	﹤0.01%	630
2022 Q2	$1K	Hold	50	–	–	﹤0.01%	662
2022 Q1	$1K	Hold	50	–	–	﹤0.01%	650
2021 Q4	$1K	Hold	50	–	–	﹤0.01%	613
2021 Q3	$1K	Hold	50	–	–	﹤0.01%	625
2021 Q2	$1K	Buy	+50	New	+$1.31K	﹤0.01%	636
2017 Q3	–	Sell	-1,110	Closed	-$34K	–	483
2017 Q2	$34K	Sell	1,110 -18	-2%	-$560	0.01%	331
2017 Q1	$34K	Sell	1,128 -21	-2%	-$638	0.01%	327
2016 Q4	$37K	Sell	1,149 -20	-2%	-$602	0.01%	312
2016 Q3	$35K	Hold	1,169	–	–	0.01%	328
2016 Q2	$35K	Hold	1,169	–	–	0.01%	291
2016 Q1	$30K	Buy	+1,169	New	+$29.5K	0.01%	332

Other funds holding BP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Baldwin Wealth Partners sold out of BP (BP) in Q4 2024, closing a stake of 5,200 shares — an estimated $163K sold.

Baldwin Wealth Partners first reported a position in BP in Q1 2016 and held it in 20 quarters. The position peaked at $208K in Q3 2023. 1,084 funds tracked by Wall St. Rank hold BP as of Q4 2024.

Baldwin Wealth Partners reported no remaining BP position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 5,200 BP shares in Q4 2024, an estimated $163K.
Baldwin Wealth Partners first reported a position in BP in Q1 2016 and held it in 20 quarters.
Baldwin Wealth Partners's BP position peaked at $208K in Q3 2023.
1,084 funds tracked by Wall St. Rank held BP as of Q4 2024.

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