Baldwin Wealth Partners’s Worthington Steel WS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-42	Closed	-$1.43K	–	1045
2024 Q3	$1.43K	Buy	+42	New	+$1.44K	﹤0.01%	989

Other funds holding WS

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Baldwin Wealth Partners sold out of Worthington Steel (WS) in Q4 2024, closing a stake of 42 shares — an estimated $1.43K sold.

Baldwin Wealth Partners first reported a position in WS in Q3 2024 and held it in 1 quarter. The position peaked at $1.43K in Q3 2024. 207 funds tracked by Wall St. Rank hold WS as of Q4 2024.

Baldwin Wealth Partners reported no remaining Worthington Steel position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 42 Worthington Steel shares in Q4 2024, an estimated $1.43K.
Baldwin Wealth Partners first reported a position in Worthington Steel in Q3 2024 and held it in 1 quarter.
Baldwin Wealth Partners's Worthington Steel position peaked at $1.43K in Q3 2024.
207 funds tracked by Wall St. Rank held Worthington Steel as of Q4 2024.

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