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Baldwin Wealth Partners’s Limoneira LMNR Stock Holding History

Baldwin Wealth Partners’s Portfolio LMNR Stock Details LMNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,000
Closed -$15.3K – 761
2023
Q3 		$15.3K Hold
1,000
– – ﹤0.01% 538
2023
Q2 		$15.6K Hold
1,000
– – ﹤0.01% 562
2023
Q1 		$16.7K Hold
1,000
– – ﹤0.01% 567
2022
Q4 		$12.2K Buy
+1,000
New +$12.8K ﹤0.01% 592

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baldwin Wealth Partners's LMNR Position: Q4 2023 in Review

Baldwin Wealth Partners sold out of Limoneira (LMNR) in Q4 2023, closing a stake of 1,000 shares — an estimated $15.3K sold.

Baldwin Wealth Partners first reported a position in LMNR in Q4 2022 and held it in 4 quarters. The position peaked at $16.7K in Q1 2023. 93 funds tracked by Wall St. Rank hold LMNR as of Q4 2023.

  • Baldwin Wealth Partners reported no remaining Limoneira position as of Q4 2023 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,000 Limoneira shares in Q4 2023, an estimated $15.3K.
  • Baldwin Wealth Partners first reported a position in Limoneira in Q4 2022 and held it in 4 quarters.
  • Baldwin Wealth Partners's Limoneira position peaked at $16.7K in Q1 2023.
  • 93 funds tracked by Wall St. Rank held Limoneira as of Q4 2023.

Based on Baldwin Wealth Partners's 13F filing for Q4 2023, filed 8 Jan 2024.