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Baldwin Wealth Partners’s monday.com MNDY Stock Holding History

Baldwin Wealth Partners’s Portfolio MNDY Stock Details MNDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-238
Closed -$66.1K – 716
2024
Q3 		$66.1K Buy
238
+178
+297% +$44.1K ﹤0.01% 487
2024
Q2 		$14.4K Buy
60
+16
+36% +$3.38K ﹤0.01% 506
2024
Q1 		$9.94K Buy
+44
New +$9.34K ﹤0.01% 555

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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

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

Baldwin Wealth Partners sold out of monday.com (MNDY) in Q4 2024, closing a stake of 238 shares — an estimated $66.1K sold.

Baldwin Wealth Partners first reported a position in MNDY in Q1 2024 and held it in 3 quarters. The position peaked at $66.1K in Q3 2024. 439 funds tracked by Wall St. Rank hold MNDY as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining monday.com position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 238 monday.com shares in Q4 2024, an estimated $66.1K.
  • Baldwin Wealth Partners first reported a position in monday.com in Q1 2024 and held it in 3 quarters.
  • Baldwin Wealth Partners's monday.com position peaked at $66.1K in Q3 2024.
  • 439 funds tracked by Wall St. Rank held monday.com as of Q4 2024.

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