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Adirondack Retirement Specialists’s Where Food Comes From WFCF Stock Holding History

Adirondack Retirement Specialists’s Portfolio WFCF Stock Details WFCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-100
Closed -$1.38K – 134
2023
Q2 		$1.38K Hold
100
– – ﹤0.01% 111
2023
Q1 		$1.33K Hold
100
– – ﹤0.01% 122
2022
Q4 		$1.4K Hold
100
– – ﹤0.01% 102
2022
Q3 		$1K Buy
+100
New +$1.05K ﹤0.01% 118

Other funds holding WFCF

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RL
Rogco LP Claremore, Oklahoma $327M AUM 19.49% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

Adirondack Retirement Specialists's WFCF Position: Q3 2023 in Review

Adirondack Retirement Specialists sold out of Where Food Comes From (WFCF) in Q3 2023, closing a stake of 100 shares — an estimated $1.38K sold.

Adirondack Retirement Specialists first reported a position in WFCF in Q3 2022 and held it in 4 quarters. The position peaked at $1.4K in Q4 2022. 14 funds tracked by Wall St. Rank hold WFCF as of Q3 2023.

  • Adirondack Retirement Specialists reported no remaining Where Food Comes From position as of Q3 2023 after selling out during the quarter.
  • Adirondack Retirement Specialists sold 100 Where Food Comes From shares in Q3 2023, an estimated $1.38K.
  • Adirondack Retirement Specialists first reported a position in Where Food Comes From in Q3 2022 and held it in 4 quarters.
  • Adirondack Retirement Specialists's Where Food Comes From position peaked at $1.4K in Q4 2022.
  • 14 funds tracked by Wall St. Rank held Where Food Comes From as of Q3 2023.

Based on Adirondack Retirement Specialists's 13F filing for Q3 2023, filed 24 Oct 2023.