Baldwin Wealth Partners’s First American FAF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-60	Closed	-$3.14K	–	808
2022 Q4	$3.14K	Hold	60	–	–	﹤0.01%	697
2022 Q3	$3K	Hold	60	–	–	﹤0.01%	595
2022 Q2	$3K	Hold	60	–	–	﹤0.01%	629
2022 Q1	$4K	Hold	60	–	–	﹤0.01%	612
2021 Q4	$5K	Hold	60	–	–	﹤0.01%	555
2021 Q3	$4K	Hold	60	–	–	﹤0.01%	589
2021 Q2	$4K	Hold	60	–	–	﹤0.01%	595
2021 Q1	$3K	Sell	60 -170	-74%	-$9.28K	﹤0.01%	584
2020 Q4	$12K	Sell	230 -30,745	-99%	-$1.54M	﹤0.01%	437
2020 Q3	$1.58M	Sell	30,975 -960	-3%	-$49.7K	0.22%	64
2020 Q2	$1.53M	Buy	31,935 +1,240	+4%	+$58.6K	0.23%	64
2020 Q1	$1.3M	Buy	30,695 +21,640	+239%	+$1.24M	0.23%	66
2019 Q4	$528K	Buy	+9,055	New	+$553K	0.07%	106

Other funds holding FAF

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

HVCM

HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Baldwin Wealth Partners's FAF Position: Q1 2023 in Review

Baldwin Wealth Partners sold out of First American (FAF) in Q1 2023, closing a stake of 60 shares — an estimated $3.14K sold.

Baldwin Wealth Partners first reported a position in FAF in Q4 2019 and held it in 13 quarters. The position peaked at $1.58M in Q3 2020. 368 funds tracked by Wall St. Rank hold FAF as of Q1 2023.

Baldwin Wealth Partners reported no remaining First American position as of Q1 2023 after selling out during the quarter.
Baldwin Wealth Partners sold 60 First American shares in Q1 2023, an estimated $3.14K.
Baldwin Wealth Partners first reported a position in First American in Q4 2019 and held it in 13 quarters.
Baldwin Wealth Partners's First American position peaked at $1.58M in Q3 2020.
368 funds tracked by Wall St. Rank held First American as of Q1 2023.

Based on Baldwin Wealth Partners's 13F filing for Q1 2023, filed 21 Apr 2023.