Baldwin Wealth Partners’s Progyny PGNY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-86	Closed	-$1.44K	–	793
2024 Q3	$1.44K	Buy	+86	New	+$2.06K	﹤0.01%	987
2022 Q4	–	Sell	-121	Closed	-$5K	–	811
2022 Q3	$5K	Hold	121	–	–	﹤0.01%	565
2022 Q2	$4K	Hold	121	–	–	﹤0.01%	611
2022 Q1	$6K	Buy	121 +3	+3%	+$128	﹤0.01%	577
2021 Q4	$6K	Hold	118	–	–	﹤0.01%	544
2021 Q3	$7K	Buy	+118	New	+$6.52K	﹤0.01%	548

Other funds holding PGNY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

Baldwin Wealth Partners sold out of Progyny (PGNY) in Q4 2024, closing a stake of 86 shares — an estimated $1.44K sold.

Baldwin Wealth Partners first reported a position in PGNY in Q3 2021 and held it in 6 quarters. The position peaked at $7K in Q3 2021. 264 funds tracked by Wall St. Rank hold PGNY as of Q4 2024.

Baldwin Wealth Partners reported no remaining Progyny position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 86 Progyny shares in Q4 2024, an estimated $1.44K.
Baldwin Wealth Partners first reported a position in Progyny in Q3 2021 and held it in 6 quarters.
Baldwin Wealth Partners's Progyny position peaked at $7K in Q3 2021.
264 funds tracked by Wall St. Rank held Progyny as of Q4 2024.

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