BCA
BWIN

Berman Capital Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Berman Capital Advisors’s Portfolio BWIN Stock Details BWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-15
Closed – – 1940
2020
Q4 		$0 Buy
+15
New +$434 ﹤0.01% 1861

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N
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GPC
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Berman Capital Advisors's BWIN Position: Q1 2021 in Review

Berman Capital Advisors sold out of Baldwin Insurance Group (BWIN) in Q1 2021, closing a stake of 15 shares.

Berman Capital Advisors first reported a position in BWIN in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 113 funds tracked by Wall St. Rank hold BWIN as of Q1 2021.

  • Berman Capital Advisors reported no remaining Baldwin Insurance Group position as of Q1 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 15 Baldwin Insurance Group shares in Q1 2021.
  • Berman Capital Advisors first reported a position in Baldwin Insurance Group in Q4 2020 and held it in 1 quarter.
  • Berman Capital Advisors's Baldwin Insurance Group position peaked at $0 in Q4 2020.
  • 113 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2021.

Based on Berman Capital Advisors's 13F filing for Q1 2021, filed 11 May 2021.