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Baldwin Wealth Partners’s Moelis & Co MC Stock Holding History

Baldwin Wealth Partners’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,210
Closed -$357K – 692
2024
Q3 		$357K Buy
5,210
+5,156
+9,548% +$333K 0.02% 251
2024
Q2 		$3.07K Buy
+54
New +$2.92K ﹤0.01% 628

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TAM
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Baldwin Wealth Partners's MC Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Moelis & Co (MC) in Q4 2024, closing a stake of 5,210 shares — an estimated $357K sold.

Baldwin Wealth Partners first reported a position in MC in Q2 2024 and held it in 2 quarters. The position peaked at $357K in Q3 2024. 351 funds tracked by Wall St. Rank hold MC as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Moelis & Co position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 5,210 Moelis & Co shares in Q4 2024, an estimated $357K.
  • Baldwin Wealth Partners first reported a position in Moelis & Co in Q2 2024 and held it in 2 quarters.
  • Baldwin Wealth Partners's Moelis & Co position peaked at $357K in Q3 2024.
  • 351 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2024.

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