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Baldwin Wealth Partners’s Ventas VTR Stock Holding History

Baldwin Wealth Partners’s Portfolio VTR Stock Details VTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-110
Closed -$7.05K – 1013
2024
Q3 		$7.05K Buy
+110
New +$6.42K ﹤0.01% 840

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

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

Baldwin Wealth Partners sold out of Ventas (VTR) in Q4 2024, closing a stake of 110 shares — an estimated $7.05K sold.

Baldwin Wealth Partners first reported a position in VTR in Q3 2024 and held it in 1 quarter. The position peaked at $7.05K in Q3 2024. 757 funds tracked by Wall St. Rank hold VTR as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Ventas position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 110 Ventas shares in Q4 2024, an estimated $7.05K.
  • Baldwin Wealth Partners first reported a position in Ventas in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Ventas position peaked at $7.05K in Q3 2024.
  • 757 funds tracked by Wall St. Rank held Ventas as of Q4 2024.

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