Baldwin Wealth Partners’s Steelcase SCS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-475	Closed	-$3K	–	821
2022 Q3	$3K	Hold	475	–	–	﹤0.01%	606
2022 Q2	$5K	Hold	475	–	–	﹤0.01%	592
2022 Q1	$6K	Buy	475 +84	+21%	+$1.01K	﹤0.01%	580
2021 Q4	$5K	Hold	391	–	–	﹤0.01%	564
2021 Q3	$5K	Buy	391 +136	+53%	+$1.88K	﹤0.01%	574
2021 Q2	$4K	Hold	255	–	–	﹤0.01%	599
2021 Q1	$4K	Hold	255	–	–	﹤0.01%	576
2020 Q4	$3K	Hold	255	–	–	﹤0.01%	521
2020 Q3	$3K	Hold	255	–	–	﹤0.01%	500
2020 Q2	$3K	Hold	255	–	–	﹤0.01%	499
2020 Q1	$3K	Hold	255	–	–	﹤0.01%	503
2019 Q4	$5K	Buy	+255	New	+$4.73K	﹤0.01%	482
2019 Q1	–	Sell	-12,719	Closed	-$189K	–	527
2018 Q4	$189K	Hold	12,719	–	–	0.03%	195
2018 Q3	$235K	Sell	12,719 -891	-7%	-$13.1K	0.03%	190
2018 Q2	$184K	Buy	+13,610	New	+$193K	0.03%	206

Other funds holding SCS

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baldwin Wealth Partners's SCS Position: Q4 2022 in Review

Baldwin Wealth Partners sold out of Steelcase (SCS) in Q4 2022, closing a stake of 475 shares — an estimated $3K sold.

Baldwin Wealth Partners first reported a position in SCS in Q2 2018 and held it in 15 quarters. The position peaked at $235K in Q3 2018. 187 funds tracked by Wall St. Rank hold SCS as of Q4 2022.

Baldwin Wealth Partners reported no remaining Steelcase position as of Q4 2022 after selling out during the quarter.
Baldwin Wealth Partners sold 475 Steelcase shares in Q4 2022, an estimated $3K.
Baldwin Wealth Partners first reported a position in Steelcase in Q2 2018 and held it in 15 quarters.
Baldwin Wealth Partners's Steelcase position peaked at $235K in Q3 2018.
187 funds tracked by Wall St. Rank held Steelcase as of Q4 2022.

Based on Baldwin Wealth Partners's 13F filing for Q4 2022, filed 27 Jan 2023.