Castle Wealth Management’s Baldwin Insurance Group BWIN Stock Holding History

Castle Wealth Management’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
2022 Q4	–	Sell	-500	Closed	-$13K	–	663
2022 Q3	$13K	Hold	500	–	–	0.01%	384
2022 Q2	$12K	Buy	+500	New	+$12.2K	0.01%	382

Other funds holding BWIN

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Venator Management Pittsburgh, Pennsylvania $416M AUM 16.01% 1-Year Est. Return

Castle Wealth Management's BWIN Position: Q4 2022 in Review

Castle Wealth Management sold out of Baldwin Insurance Group (BWIN) in Q4 2022, closing a stake of 500 shares — an estimated $13K sold.

Castle Wealth Management first reported a position in BWIN in Q2 2022 and held it in 2 quarters. The position peaked at $13K in Q3 2022. 151 funds tracked by Wall St. Rank hold BWIN as of Q4 2022.

Castle Wealth Management reported no remaining Baldwin Insurance Group position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 500 Baldwin Insurance Group shares in Q4 2022, an estimated $13K.
Castle Wealth Management first reported a position in Baldwin Insurance Group in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's Baldwin Insurance Group position peaked at $13K in Q3 2022.
151 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.