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Baldwin Wealth Partners’s Carlisle Companies CSL Stock Holding History

Baldwin Wealth Partners’s Portfolio CSL Stock Details CSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-17
Closed -$7.65K – 406
2024
Q3 		$7.65K Hold
17
– – ﹤0.01% 831
2024
Q2 		$6.89K Buy
+17
New +$6.85K ﹤0.01% 567

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Invesco
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Franklin Resources
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Baldwin Wealth Partners sold out of Carlisle Companies (CSL) in Q4 2024, closing a stake of 17 shares — an estimated $7.65K sold.

Baldwin Wealth Partners first reported a position in CSL in Q2 2024 and held it in 2 quarters. The position peaked at $7.65K in Q3 2024. 767 funds tracked by Wall St. Rank hold CSL as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Carlisle Companies position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 17 Carlisle Companies shares in Q4 2024, an estimated $7.65K.
  • Baldwin Wealth Partners first reported a position in Carlisle Companies in Q2 2024 and held it in 2 quarters.
  • Baldwin Wealth Partners's Carlisle Companies position peaked at $7.65K in Q3 2024.
  • 767 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2024.

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