Baldwin Wealth Partners’s Sotherly Hotels SOHO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-10,000	Closed	-$25K	–	549
2020 Q2	$25K	Hold	10,000	–	–	﹤0.01%	365
2020 Q1	$16K	Hold	10,000	–	–	﹤0.01%	393
2019 Q4	$68K	Hold	10,000	–	–	0.01%	280
2019 Q3	$67K	Hold	10,000	–	–	0.01%	272
2019 Q2	$70K	Hold	10,000	–	–	0.01%	279
2019 Q1	$68K	Hold	10,000	–	–	0.01%	271
2018 Q4	$56K	Hold	10,000	–	–	0.01%	274
2018 Q3	$72K	Buy	+10,000	New	+$71.4K	0.01%	278

Other funds holding SOHO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Winton Group London, United Kingdom $2.85B AUM 30.73% 1-Year Est. Return

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 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