Baldwin Wealth Partners’s Ford F Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,523	Closed	-$16.1K	–	504
2024 Q3	$16.1K	Buy	1,523 +138	+10%	+$1.58K	﹤0.01%	727
2024 Q2	$17.4K	Buy	1,385 +22	+2%	+$272	﹤0.01%	483
2024 Q1	$18.1K	Buy	1,363 +4	+0.3%	+$48	﹤0.01%	500
2023 Q4	$16.6K	Sell	1,359 -595	-30%	-$6.62K	﹤0.01%	525
2023 Q3	$24.3K	Buy	1,954 +4	+0.2%	+$52	﹤0.01%	491
2023 Q2	$29.5K	Buy	1,950 +200	+11%	+$2.53K	﹤0.01%	488
2023 Q1	$22.1K	Sell	1,750 -475	-21%	-$5.95K	﹤0.01%	533
2022 Q4	$25.9K	Buy	+2,225	New	+$28.6K	﹤0.01%	510
2017 Q3	–	Sell	-1,000	Closed	-$11K	–	491
2017 Q2	$11K	Hold	1,000	–	–	﹤0.01%	419
2017 Q1	$12K	Hold	1,000	–	–	﹤0.01%	412
2016 Q4	$12K	Hold	1,000	–	–	﹤0.01%	423
2016 Q3	$12K	Hold	1,000	–	–	﹤0.01%	434
2016 Q2	$13K	Sell	1,000 -400	-29%	-$5.27K	﹤0.01%	372
2016 Q1	$19K	Buy	+1,400	New	+$17.6K	﹤0.01%	367
2013 Q4	–	Sell	-14,953	Closed	-$252K	–	247
2013 Q3	$252K	Buy	+14,953	New	+$253K	0.05%	202

Other funds holding F

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Koshinski Asset Management

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

Dimensional Fund Advisors

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return