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Baldwin Wealth Partners’s Wabash National WNC Stock Holding History

Baldwin Wealth Partners’s Portfolio WNC Stock Details WNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-579
Closed -$11.1K – 1039
2024
Q3 		$11.1K Buy
+579
New +$11.6K ﹤0.01% 780

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Baldwin Wealth Partners sold out of Wabash National (WNC) in Q4 2024, closing a stake of 579 shares — an estimated $11.1K sold.

Baldwin Wealth Partners first reported a position in WNC in Q3 2024 and held it in 1 quarter. The position peaked at $11.1K in Q3 2024. 204 funds tracked by Wall St. Rank hold WNC as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Wabash National position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 579 Wabash National shares in Q4 2024, an estimated $11.1K.
  • Baldwin Wealth Partners first reported a position in Wabash National in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Wabash National position peaked at $11.1K in Q3 2024.
  • 204 funds tracked by Wall St. Rank held Wabash National as of Q4 2024.

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