BWP
STR

Baldwin Wealth Partners’s Sitio Royalties STR Stock Holding History

Baldwin Wealth Partners’s Portfolio STR Stock Details STR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,397
Closed -$70.8K – 907
2024
Q3 		$70.8K Buy
+3,397
New +$77K ﹤0.01% 472

Other funds holding STR

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OCM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Baldwin Wealth Partners sold out of Sitio Royalties (STR) in Q4 2024, closing a stake of 3,397 shares — an estimated $70.8K sold.

Baldwin Wealth Partners first reported a position in STR in Q3 2024 and held it in 1 quarter. The position peaked at $70.8K in Q3 2024. 232 funds tracked by Wall St. Rank hold STR as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Sitio Royalties position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 3,397 Sitio Royalties shares in Q4 2024, an estimated $70.8K.
  • Baldwin Wealth Partners first reported a position in Sitio Royalties in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Sitio Royalties position peaked at $70.8K in Q3 2024.
  • 232 funds tracked by Wall St. Rank held Sitio Royalties as of Q4 2024.

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