Baldwin Wealth Partners’s Cloudflare NET Stock Holding History

Baldwin Wealth Partners’s Portfolio NET Stock Details NET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-75	Closed	-$6.07K	–	739
2024 Q3	$6.07K	Hold	75	–	–	﹤0.01%	858
2024 Q2	$6.21K	Hold	75	–	–	﹤0.01%	577
2024 Q1	$7.26K	Hold	75	–	–	﹤0.01%	575
2023 Q4	$6.25K	Hold	75	–	–	﹤0.01%	609
2023 Q3	$4.73K	Hold	75	–	–	﹤0.01%	632
2023 Q2	$4.9K	Hold	75	–	–	﹤0.01%	648
2023 Q1	$4.63K	Buy	+75	New	+$4.1K	﹤0.01%	681
2022 Q4	–	Sell	-800	Closed	-$44K	–	807
2022 Q3	$44K	Hold	800	–	–	0.01%	346
2022 Q2	$35K	Hold	800	–	–	﹤0.01%	400
2022 Q1	$96K	Hold	800	–	–	0.01%	278
2021 Q4	$105K	Buy	800 +350	+78%	+$58.6K	0.01%	257
2021 Q3	$51K	Hold	450	–	–	0.01%	346
2021 Q2	$48K	Hold	450	–	–	0.01%	362
2021 Q1	$32K	Buy	+450	New	+$34.7K	﹤0.01%	393

Other funds holding NET

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return