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VisionPoint Advisory Group’s Bridger Aerospace BAER Stock Holding History

VisionPoint Advisory Group’s Portfolio BAER Stock Details BAER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,537
Closed -$10.1K – 296
2024
Q3 		$10.1K Hold
4,537
– – ﹤0.01% 243
2024
Q2 		$17K Buy
+4,537
New +$19.8K 0.01% 420

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Geode Capital Management
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Baird Financial Group
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PWA
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Cerity Partners
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MCCA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VisionPoint Advisory Group's BAER Position: Q4 2024 in Review

VisionPoint Advisory Group sold out of Bridger Aerospace (BAER) in Q4 2024, closing a stake of 4,537 shares — an estimated $10.1K sold.

VisionPoint Advisory Group first reported a position in BAER in Q2 2024 and held it in 2 quarters. The position peaked at $17K in Q2 2024. 54 funds tracked by Wall St. Rank hold BAER as of Q4 2024.

  • VisionPoint Advisory Group reported no remaining Bridger Aerospace position as of Q4 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 4,537 Bridger Aerospace shares in Q4 2024, an estimated $10.1K.
  • VisionPoint Advisory Group first reported a position in Bridger Aerospace in Q2 2024 and held it in 2 quarters.
  • VisionPoint Advisory Group's Bridger Aerospace position peaked at $17K in Q2 2024.
  • 54 funds tracked by Wall St. Rank held Bridger Aerospace as of Q4 2024.

Based on VisionPoint Advisory Group's 13F filing for Q4 2024, filed 3 Feb 2025.