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Baldwin Wealth Partners’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Baldwin Wealth Partners’s Portfolio GOF Stock Details GOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-200
Closed -$2.98K – 1124
2024
Q2 		$2.98K Buy
+200
New +$2.92K ﹤0.01% 630

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UBS Group
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Baldwin Wealth Partners's GOF Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q3 2024, closing a stake of 200 shares — an estimated $2.98K sold.

Baldwin Wealth Partners first reported a position in GOF in Q2 2024 and held it in 1 quarter. The position peaked at $2.98K in Q2 2024. 152 funds tracked by Wall St. Rank hold GOF as of Q3 2024.

  • Baldwin Wealth Partners reported no remaining Guggenheim Strategic Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 200 Guggenheim Strategic Opportunities Fund shares in Q3 2024, an estimated $2.98K.
  • Baldwin Wealth Partners first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Guggenheim Strategic Opportunities Fund position peaked at $2.98K in Q2 2024.
  • 152 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.