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Baldwin Wealth Partners’s MSC Industrial Direct MSM Stock Holding History

Baldwin Wealth Partners’s Portfolio MSM Stock Details MSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-850
Closed -$73.2K – 728
2024
Q3 		$73.2K Hold
850
– – 0.01% 466
2024
Q2 		$67.4K Hold
850
– – 0.01% 304
2024
Q1 		$82.5K Sell
850
-600
-41% -$58.8K 0.01% 294
2023
Q4 		$147K Hold
1,450
– – 0.01% 237
2023
Q3 		$142K Hold
1,450
– – 0.01% 255
2023
Q2 		$138K Hold
1,450
– – 0.01% 278
2023
Q1 		$122K Hold
1,450
– – 0.01% 297
2022
Q4 		$118K Buy
+1,450
New +$118K 0.01% 292

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Vanguard Group
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American Century Companies
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Baldwin Wealth Partners sold out of MSC Industrial Direct (MSM) in Q4 2024, closing a stake of 850 shares — an estimated $73.2K sold.

Baldwin Wealth Partners first reported a position in MSM in Q4 2022 and held it in 8 quarters. The position peaked at $147K in Q4 2023. 382 funds tracked by Wall St. Rank hold MSM as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining MSC Industrial Direct position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 850 MSC Industrial Direct shares in Q4 2024, an estimated $73.2K.
  • Baldwin Wealth Partners first reported a position in MSC Industrial Direct in Q4 2022 and held it in 8 quarters.
  • Baldwin Wealth Partners's MSC Industrial Direct position peaked at $147K in Q4 2023.
  • 382 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q4 2024.

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