Baldwin Wealth Partners’s General Moly, Inc. GMO Stock Holding History

Baldwin Wealth Partners’s Portfolio GMO Stock Details GMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-2,500	Closed	–	–	577
2020 Q3	$0	Hold	2,500	–	–	﹤0.01%	557
2020 Q2	$1K	Hold	2,500	–	–	﹤0.01%	527
2020 Q1	$0	Hold	2,500	–	–	﹤0.01%	580
2019 Q4	$1K	Hold	2,500	–	–	﹤0.01%	536
2019 Q3	$1K	Hold	2,500	–	–	﹤0.01%	518
2019 Q2	$1K	Hold	2,500	–	–	﹤0.01%	506
2019 Q1	$1K	Hold	2,500	–	–	﹤0.01%	504
2018 Q4	$1K	Hold	2,500	–	–	﹤0.01%	498
2018 Q3	$1K	Hold	2,500	–	–	﹤0.01%	511
2018 Q2	$1K	Hold	2,500	–	–	﹤0.01%	504
2018 Q1	$1K	Hold	2,500	–	–	﹤0.01%	482
2017 Q4	$1K	Sell	2,500 -750	-23%	-$239	﹤0.01%	465
2017 Q3	$1K	Hold	3,250	–	–	﹤0.01%	473
2017 Q2	$1K	Hold	3,250	–	–	﹤0.01%	466
2017 Q1	$2K	Sell	3,250 -2,500	-43%	-$1.2K	﹤0.01%	477
2016 Q4	$1K	Hold	5,750	–	–	﹤0.01%	506
2016 Q3	$2K	Hold	5,750	–	–	﹤0.01%	514
2016 Q2	$2K	Hold	5,750	–	–	﹤0.01%	441
2016 Q1	$2K	Buy	+5,750	New	+$1.37K	﹤0.01%	470

Other funds holding GMO

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Baldwin Wealth Partners's GMO Position: Q4 2020 in Review

Baldwin Wealth Partners sold out of General Moly, Inc. (GMO) in Q4 2020, closing a stake of 2,500 shares.

Baldwin Wealth Partners first reported a position in GMO in Q1 2016 and held it in 19 quarters. The position peaked at $2K in Q1 2017. 7 funds tracked by Wall St. Rank hold GMO as of Q4 2020.

Baldwin Wealth Partners reported no remaining General Moly, Inc. position as of Q4 2020 after selling out during the quarter.
Baldwin Wealth Partners sold 2,500 General Moly, Inc. shares in Q4 2020.
Baldwin Wealth Partners first reported a position in General Moly, Inc. in Q1 2016 and held it in 19 quarters.
Baldwin Wealth Partners's General Moly, Inc. position peaked at $2K in Q1 2017.
7 funds tracked by Wall St. Rank held General Moly, Inc. as of Q4 2020.

Based on Baldwin Wealth Partners's 13F filing for Q4 2020, filed 12 Jan 2021.