Baron Wealth Management LLC Purchases and Sells in Q1 2024

Baron Wealth Management LLC

$188 Billion
Q1 2024

Top Buys

Incresed Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJR	7.86K + 4.04%	$102.35 - $110.52 $804K - $868K	202K $22.3B
NVDA	132 + 7.08%	$475.69 - $950.02 $62.8K - $125K	2K $1.8B
F	19.6K + 11.11%	$10.99 - $13.28 $215K - $260K	196K $2.6B
VEA	5.42K + 8.64%	$46.21 - $50.27 $250K - $272K	68.1K $3.42B
AMZN	242 + 2.62%	$144.57 - $180.38 $35K - $43.7K	9.47K $1.71B
JPM	714 + 16.67%	$167.09 - $200.3 $119K - $143K	5K $1B

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MMYT	4.63K New	$44.86 - $71.05 $208K - $329K	4.63K $329M
KNSL	590 New	$346.5 - $547.98 $204K - $323K	590 $310M
XOM	2.56K New	$96.8 - $116.24 $247K - $297K	2.56K $297M
MTB	1.82K New	$130.47 - $145.85 $238K - $266K	1.82K $265M
CI	726 New	$297.82 - $363.34 $216K - $264K	726 $264M
ASML	260 New	$700.29 - $1047.39 $182K - $272K	260 $252M

Top Sells

Reduced Positions

64 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-1.29K - 3.97%	$169.0 - $195.18 $218K - $252K	31.2K $5.36B
FIVE	-404 - 4.13%	$170.99 - $215.51 $69.1K - $87.1K	9.39K $1.7B
MINT	-3.21K - 11.77%	$99.81 - $100.54 $320K - $323K	24K $2.42B
GM	-14K - 37.52%	$34.58 - $45.35 $484K - $635K	23.3K $1.06B
CMCSA	-4.77K - 46.58%	$41.24 - $46.73 $197K - $223K	5.47K $237M
COP	-1.73K - 39.33%	$106.93 - $127.28 $185K - $220K	2.67K $339M

Activity Summary All Purchases 70 New Holdings 16 Increased Positions 54 All Sells 64 Reductions 64 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Baron Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baron Wealth Management LLC with notifications on news.