SWS
BWIN

SYSTM Wealth Solutions’s Baldwin Insurance Group BWIN Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-15,358
Closed -$444K – 988
2024
Q1 		$444K Sell
15,358
-2,974
-16% -$78.1K 0.06% 294
2023
Q4 		$440K Buy
+18,332
New +$390K 0.06% 287

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
William Blair Investment Management
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

SYSTM Wealth Solutions's BWIN Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Baldwin Insurance Group (BWIN) in Q2 2024, closing a stake of 15,358 shares — an estimated $444K sold.

SYSTM Wealth Solutions first reported a position in BWIN in Q4 2023 and held it in 2 quarters. The position peaked at $444K in Q1 2024. 183 funds tracked by Wall St. Rank hold BWIN as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Baldwin Insurance Group position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 15,358 Baldwin Insurance Group shares in Q2 2024, an estimated $444K.
  • SYSTM Wealth Solutions first reported a position in Baldwin Insurance Group in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Baldwin Insurance Group position peaked at $444K in Q1 2024.
  • 183 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.