BWP
REFI

Baldwin Wealth Partners’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Baldwin Wealth Partners’s Portfolio REFI Stock Details REFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,396
Closed -$22.3K – 829
2024
Q3 		$22.3K Buy
+1,396
New +$21.9K ﹤0.01% 681

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State Street
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TI
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Northern Trust
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Baldwin Wealth Partners's REFI Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Chicago Atlantic Real Estate Finance (REFI) in Q4 2024, closing a stake of 1,396 shares — an estimated $22.3K sold.

Baldwin Wealth Partners first reported a position in REFI in Q3 2024 and held it in 1 quarter. The position peaked at $22.3K in Q3 2024. 103 funds tracked by Wall St. Rank hold REFI as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Chicago Atlantic Real Estate Finance position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,396 Chicago Atlantic Real Estate Finance shares in Q4 2024, an estimated $22.3K.
  • Baldwin Wealth Partners first reported a position in Chicago Atlantic Real Estate Finance in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Chicago Atlantic Real Estate Finance position peaked at $22.3K in Q3 2024.
  • 103 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q4 2024.

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