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Baldwin Wealth Partners’s Factset FDS Stock Holding History

Baldwin Wealth Partners’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-782
Closed -$360K – 514
2024
Q3 		$360K Buy
782
+726
+1,296% +$308K 0.02% 247
2024
Q2 		$22.9K Buy
56
+6
+12% +$2.55K ﹤0.01% 444
2024
Q1 		$22.7K Sell
50
-35
-41% -$16.3K ﹤0.01% 471
2023
Q4 		$40.5K Hold
85
– – ﹤0.01% 402
2023
Q3 		$37.2K Hold
85
– – ﹤0.01% 433
2023
Q2 		$34.1K Hold
85
– – ﹤0.01% 462
2023
Q1 		$35.3K Hold
85
– – ﹤0.01% 465
2022
Q4 		$34.1K Buy
+85
New +$36.2K ﹤0.01% 467

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Baldwin Wealth Partners sold out of Factset (FDS) in Q4 2024, closing a stake of 782 shares — an estimated $360K sold.

Baldwin Wealth Partners first reported a position in FDS in Q4 2022 and held it in 8 quarters. The position peaked at $360K in Q3 2024. 845 funds tracked by Wall St. Rank hold FDS as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Factset position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 782 Factset shares in Q4 2024, an estimated $360K.
  • Baldwin Wealth Partners first reported a position in Factset in Q4 2022 and held it in 8 quarters.
  • Baldwin Wealth Partners's Factset position peaked at $360K in Q3 2024.
  • 845 funds tracked by Wall St. Rank held Factset as of Q4 2024.

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