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Baldwin Wealth Partners’s John B. Sanfilippo & Son JBSS Stock Holding History

Baldwin Wealth Partners’s Portfolio JBSS Stock Details JBSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-52
Closed -$4.9K – 641
2024
Q3 		$4.9K Buy
+52
New +$5.04K ﹤0.01% 877

Other funds holding JBSS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Baldwin Wealth Partners sold out of John B. Sanfilippo & Son (JBSS) in Q4 2024, closing a stake of 52 shares — an estimated $4.9K sold.

Baldwin Wealth Partners first reported a position in JBSS in Q3 2024 and held it in 1 quarter. The position peaked at $4.9K in Q3 2024. 200 funds tracked by Wall St. Rank hold JBSS as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining John B. Sanfilippo & Son position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 52 John B. Sanfilippo & Son shares in Q4 2024, an estimated $4.9K.
  • Baldwin Wealth Partners first reported a position in John B. Sanfilippo & Son in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's John B. Sanfilippo & Son position peaked at $4.9K in Q3 2024.
  • 200 funds tracked by Wall St. Rank held John B. Sanfilippo & Son as of Q4 2024.

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