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Baldwin Wealth Partners’s Financial Institutions FISI Stock Holding History

Baldwin Wealth Partners’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,733
Closed -$44.7K – 519
2024
Q3 		$44.7K Buy
+1,733
New +$41.4K ﹤0.01% 572

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Wellington Management Group
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ACM
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PCA
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

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

Baldwin Wealth Partners sold out of Financial Institutions (FISI) in Q4 2024, closing a stake of 1,733 shares — an estimated $44.7K sold.

Baldwin Wealth Partners first reported a position in FISI in Q3 2024 and held it in 1 quarter. The position peaked at $44.7K in Q3 2024. 142 funds tracked by Wall St. Rank hold FISI as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Financial Institutions position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,733 Financial Institutions shares in Q4 2024, an estimated $44.7K.
  • Baldwin Wealth Partners first reported a position in Financial Institutions in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Financial Institutions position peaked at $44.7K in Q3 2024.
  • 142 funds tracked by Wall St. Rank held Financial Institutions as of Q4 2024.

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