BWP
GAP

Baldwin Wealth Partners’s The Gap Inc GAP Stock Holding History

Baldwin Wealth Partners’s Portfolio GAP Stock Details GAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-16,387
Closed -$422K – 533
2018
Q4 		$422K Hold
16,387
– – 0.07% 130
2018
Q3 		$473K Sell
16,387
-7,614
-32% -$228K 0.07% 132
2018
Q2 		$777K Hold
24,001
– – 0.12% 101
2018
Q1 		$749K Buy
24,001
+12,210
+104% +$400K 0.12% 98
2017
Q4 		$402K Buy
11,791
+4,295
+57% +$128K 0.06% 144
2017
Q3 		$221K Buy
7,496
+300
+4% +$7.37K 0.04% 184
2017
Q2 		$158K Buy
+7,196
New +$171K 0.03% 206

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AIG
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Bank of New York Mellon
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return