Baldwin Wealth Partners’s Clough Global Opportunities Fund GLO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-650	Closed	-$3.54K	–	551
2024 Q3	$3.54K	Hold	650	–	–	﹤0.01%	902
2024 Q2	$3.5K	Sell	650 -100	-13%	-$508	﹤0.01%	618
2024 Q1	$3.81K	Sell	750 -5,000	-87%	-$24.4K	﹤0.01%	614
2023 Q4	$27K	Hold	5,750	–	–	﹤0.01%	464
2023 Q3	$25.5K	Hold	5,750	–	–	﹤0.01%	484
2023 Q2	$28.8K	Hold	5,750	–	–	﹤0.01%	492
2023 Q1	$28.1K	Hold	5,750	–	–	﹤0.01%	507
2022 Q4	$29.2K	Hold	5,750	–	–	﹤0.01%	496
2022 Q3	$32K	Hold	5,750	–	–	﹤0.01%	389
2022 Q2	$42K	Hold	5,750	–	–	0.01%	372
2022 Q1	$54K	Hold	5,750	–	–	0.01%	360
2021 Q4	$61K	Hold	5,750	–	–	0.01%	323
2021 Q3	$70K	Hold	5,750	–	–	0.01%	309
2021 Q2	$70K	Hold	5,750	–	–	0.01%	317
2021 Q1	$70K	Sell	5,750 -250	-4%	-$3.07K	0.01%	296
2020 Q4	$67K	Hold	6,000	–	–	0.01%	288
2020 Q3	$56K	Hold	6,000	–	–	0.01%	284
2020 Q2	$52K	Hold	6,000	–	–	0.01%	288
2020 Q1	$43K	Sell	6,000 -1,755	-23%	-$15.9K	0.01%	295
2019 Q4	$73K	Hold	7,755	–	–	0.01%	270
2019 Q3	$71K	Hold	7,755	–	–	0.01%	266
2019 Q2	$73K	Hold	7,755	–	–	0.01%	272
2019 Q1	$75K	Hold	7,755	–	–	0.01%	265
2018 Q4	$64K	Hold	7,755	–	–	0.01%	267
2018 Q3	$84K	Hold	7,755	–	–	0.01%	270
2018 Q2	$85K	Hold	7,755	–	–	0.01%	269
2018 Q1	$83K	Sell	7,755 -245	-3%	-$2.72K	0.01%	252
2017 Q4	$87K	Hold	8,000	–	–	0.01%	255
2017 Q3	$89K	Hold	8,000	–	–	0.01%	246
2017 Q2	$85K	Hold	8,000	–	–	0.01%	251
2017 Q1	$82K	Hold	8,000	–	–	0.01%	257
2016 Q4	$72K	Hold	8,000	–	–	0.01%	260
2016 Q3	$77K	Hold	8,000	–	–	0.01%	261
2016 Q2	$75K	Buy	8,000 +2,000	+33%	+$18.8K	0.02%	233
2016 Q1	$57K	Buy	+6,000	New	+$56.1K	0.01%	290

Other funds holding GLO

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Capstone Investment Advisors New York $57.4B AUM 26.91% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return

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

Baldwin Wealth Partners sold out of Clough Global Opportunities Fund (GLO) in Q4 2024, closing a stake of 650 shares — an estimated $3.54K sold.

Baldwin Wealth Partners first reported a position in GLO in Q1 2016 and held it in 35 quarters. The position peaked at $89K in Q3 2017. 70 funds tracked by Wall St. Rank hold GLO as of Q4 2024.

Baldwin Wealth Partners reported no remaining Clough Global Opportunities Fund position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 650 Clough Global Opportunities Fund shares in Q4 2024, an estimated $3.54K.
Baldwin Wealth Partners first reported a position in Clough Global Opportunities Fund in Q1 2016 and held it in 35 quarters.
Baldwin Wealth Partners's Clough Global Opportunities Fund position peaked at $89K in Q3 2017.
70 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q4 2024.

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