Glassman Wealth Services’s Baldwin Insurance Group BWIN Stock Holding History

Glassman Wealth Services’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
2024 Q1	–	Sell	-15	Closed	-$360	–	1898
2023 Q4	$360	Sell	15 -26	-63%	-$553	﹤0.01%	1783
2023 Q3	$952	Hold	41	–	–	﹤0.01%	1560
2023 Q2	$1.02K	Buy	41 +26	+173%	+$616	﹤0.01%	1441
2023 Q1	$382	Hold	15	–	–	﹤0.01%	1666
2022 Q4	$377	Hold	15	–	–	﹤0.01%	1677
2022 Q3	$0	Hold	15	–	–	﹤0.01%	2036
2022 Q2	$0	Hold	15	–	–	﹤0.01%	2056
2022 Q1	$0	Hold	15	–	–	﹤0.01%	1999
2021 Q4	$1K	Hold	15	–	–	﹤0.01%	1550
2021 Q3	$0	Hold	15	–	–	﹤0.01%	1849
2021 Q2	$0	Hold	15	–	–	﹤0.01%	1690
2021 Q1	$0	Hold	15	–	–	﹤0.01%	1668
2020 Q4	$0	Hold	15	–	–	﹤0.01%	1548
2020 Q3	$0	Hold	15	–	–	﹤0.01%	1521
2020 Q2	$0	Buy	+15	New	+$181	﹤0.01%	1586

Other funds holding BWIN

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

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

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

CIP

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

ACB

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

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

Glassman Wealth Services's BWIN Position: Q1 2024 in Review

Glassman Wealth Services sold out of Baldwin Insurance Group (BWIN) in Q1 2024, closing a stake of 15 shares — an estimated $360 sold.

Glassman Wealth Services first reported a position in BWIN in Q2 2020 and held it in 15 quarters. The position peaked at $1.02K in Q2 2023. 171 funds tracked by Wall St. Rank hold BWIN as of Q1 2024.

Glassman Wealth Services reported no remaining Baldwin Insurance Group position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 15 Baldwin Insurance Group shares in Q1 2024, an estimated $360.
Glassman Wealth Services first reported a position in Baldwin Insurance Group in Q2 2020 and held it in 15 quarters.
Glassman Wealth Services's Baldwin Insurance Group position peaked at $1.02K in Q2 2023.
171 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.