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Baldwin Wealth Partners’s Celsius Holdings CELH Stock Holding History

Baldwin Wealth Partners’s Portfolio CELH Stock Details CELH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,365
Closed -$137K – 358
2024
Q3 		$137K Buy
+4,365
New +$183K 0.01% 377

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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Baldwin Wealth Partners sold out of Celsius Holdings (CELH) in Q4 2024, closing a stake of 4,365 shares — an estimated $137K sold.

Baldwin Wealth Partners first reported a position in CELH in Q3 2024 and held it in 1 quarter. The position peaked at $137K in Q3 2024. 454 funds tracked by Wall St. Rank hold CELH as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Celsius Holdings position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 4,365 Celsius Holdings shares in Q4 2024, an estimated $137K.
  • Baldwin Wealth Partners first reported a position in Celsius Holdings in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Celsius Holdings position peaked at $137K in Q3 2024.
  • 454 funds tracked by Wall St. Rank held Celsius Holdings as of Q4 2024.

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