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Baldwin Wealth Partners’s MasterBrand MBC Stock Holding History

Baldwin Wealth Partners’s Portfolio MBC Stock Details MBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,875
Closed -$53.3K – 691
2024
Q3 		$53.3K Hold
2,875
– – ﹤0.01% 538
2024
Q2 		$42.2K Hold
2,875
– – ﹤0.01% 373
2024
Q1 		$53.9K Sell
2,875
-2,500
-47% -$39.6K ﹤0.01% 360
2023
Q4 		$79.8K Sell
5,375
-870
-14% -$11.2K 0.01% 306
2023
Q3 		$75.9K Sell
6,245
-100
-2% -$1.23K 0.01% 335
2023
Q2 		$73.8K Sell
6,345
-1,850
-23% -$17.7K 0.01% 358
2023
Q1 		$65.9K Sell
8,195
-575
-7% -$5.07K 0.01% 381
2022
Q4 		$66.2K Buy
+8,770
New +$71.8K 0.01% 374

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GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

Baldwin Wealth Partners sold out of MasterBrand (MBC) in Q4 2024, closing a stake of 2,875 shares — an estimated $53.3K sold.

Baldwin Wealth Partners first reported a position in MBC in Q4 2022 and held it in 8 quarters. The position peaked at $79.8K in Q4 2023. 363 funds tracked by Wall St. Rank hold MBC as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining MasterBrand position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 2,875 MasterBrand shares in Q4 2024, an estimated $53.3K.
  • Baldwin Wealth Partners first reported a position in MasterBrand in Q4 2022 and held it in 8 quarters.
  • Baldwin Wealth Partners's MasterBrand position peaked at $79.8K in Q4 2023.
  • 363 funds tracked by Wall St. Rank held MasterBrand as of Q4 2024.

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