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

SFI

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baldwin Wealth Partners's SOHO Position: Q3 2020 in Review

Baldwin Wealth Partners sold out of Sotherly Hotels (SOHO) in Q3 2020, closing a stake of 10,000 shares — an estimated $25K sold.

Baldwin Wealth Partners first reported a position in SOHO in Q3 2018 and held it in 8 quarters. The position peaked at $72K in Q3 2018. 27 funds tracked by Wall St. Rank hold SOHO as of Q3 2020.

Baldwin Wealth Partners reported no remaining Sotherly Hotels position as of Q3 2020 after selling out during the quarter.
Baldwin Wealth Partners sold 10,000 Sotherly Hotels shares in Q3 2020, an estimated $25K.
Baldwin Wealth Partners first reported a position in Sotherly Hotels in Q3 2018 and held it in 8 quarters.
Baldwin Wealth Partners's Sotherly Hotels position peaked at $72K in Q3 2018.
27 funds tracked by Wall St. Rank held Sotherly Hotels as of Q3 2020.

Based on Baldwin Wealth Partners's 13F filing for Q3 2020, filed 16 Oct 2020.