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Baldwin Wealth Partners’s Gates Industrial Corp GTES Stock Holding History

Baldwin Wealth Partners’s Portfolio GTES Stock Details GTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-114
Closed -$2K – 567
2024
Q3 		$2K Buy
+114
New +$1.94K ﹤0.01% 947

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Allspring Global Investments
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Dimensional Fund Advisors
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Baldwin Wealth Partners sold out of Gates Industrial Corp (GTES) in Q4 2024, closing a stake of 114 shares — an estimated $2K sold.

Baldwin Wealth Partners first reported a position in GTES in Q3 2024 and held it in 1 quarter. The position peaked at $2K in Q3 2024. 339 funds tracked by Wall St. Rank hold GTES as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Gates Industrial Corp position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 114 Gates Industrial Corp shares in Q4 2024, an estimated $2K.
  • Baldwin Wealth Partners first reported a position in Gates Industrial Corp in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Gates Industrial Corp position peaked at $2K in Q3 2024.
  • 339 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q4 2024.

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