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Baldwin Wealth Partners’s Smith & Nephew SNN Stock Holding History

Baldwin Wealth Partners’s Portfolio SNN Stock Details SNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,533
Closed -$59K – 824
2022
Q3 		$59K Hold
2,533
– – 0.01% 314
2022
Q2 		$71K Sell
2,533
-95
-4% -$2.96K 0.01% 298
2022
Q1 		$84K Sell
2,628
-50
-2% -$1.68K 0.01% 296
2021
Q4 		$93K Hold
2,678
– – 0.01% 273
2021
Q3 		$92K Buy
2,678
+185
+7% +$7.29K 0.01% 272
2021
Q2 		$108K Sell
2,493
-438
-15% -$18.4K 0.01% 262
2021
Q1 		$111K Buy
2,931
+198
+7% +$8.18K 0.01% 248
2020
Q4 		$115K Hold
2,733
– – 0.01% 233
2020
Q3 		$107K Buy
2,733
+69
+3% +$2.78K 0.01% 227
2020
Q2 		$102K Buy
2,664
+13
+0.5% +$515 0.02% 221
2020
Q1 		$95K Buy
2,651
+396
+18% +$17.5K 0.02% 205
2019
Q4 		$108K Hold
2,255
– – 0.02% 233
2019
Q3 		$109K Buy
+2,255
New +$104K 0.02% 219

Other funds holding SNN

NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Baldwin Wealth Partners sold out of Smith & Nephew (SNN) in Q4 2022, closing a stake of 2,533 shares — an estimated $59K sold.

Baldwin Wealth Partners first reported a position in SNN in Q3 2019 and held it in 13 quarters. The position peaked at $115K in Q4 2020. 202 funds tracked by Wall St. Rank hold SNN as of Q4 2022.

  • Baldwin Wealth Partners reported no remaining Smith & Nephew position as of Q4 2022 after selling out during the quarter.
  • Baldwin Wealth Partners sold 2,533 Smith & Nephew shares in Q4 2022, an estimated $59K.
  • Baldwin Wealth Partners first reported a position in Smith & Nephew in Q3 2019 and held it in 13 quarters.
  • Baldwin Wealth Partners's Smith & Nephew position peaked at $115K in Q4 2020.
  • 202 funds tracked by Wall St. Rank held Smith & Nephew as of Q4 2022.

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