Baldwin Wealth Partners’s Motley Fool Small-Cap Growth ETF TMFS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-150	Closed	-$4.67K	–	1169
2024 Q2	$4.67K	Hold	150	–	–	﹤0.01%	595
2024 Q1	$4.78K	Hold	150	–	–	﹤0.01%	596
2023 Q4	$4.6K	Hold	150	–	–	﹤0.01%	621
2023 Q3	$4.18K	Hold	150	–	–	﹤0.01%	640
2023 Q2	$4.31K	Hold	150	–	–	﹤0.01%	659
2023 Q1	$4K	Hold	150	–	–	﹤0.01%	691
2022 Q4	$3.67K	Hold	150	–	–	﹤0.01%	684
2022 Q3	$4K	Hold	150	–	–	﹤0.01%	581
2022 Q2	$3K	Hold	150	–	–	﹤0.01%	638
2022 Q1	$5K	Buy	+150	New	+$4.71K	﹤0.01%	597

Other funds holding TMFS

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

TIA

Tiemann Investment Advisors Menlo Park, California $255M AUM 21.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Baldwin Wealth Partners's TMFS Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of Motley Fool Small-Cap Growth ETF (TMFS) in Q3 2024, closing a stake of 150 shares — an estimated $4.67K sold.

Baldwin Wealth Partners first reported a position in TMFS in Q1 2022 and held it in 10 quarters. The position peaked at $5K in Q1 2022. 23 funds tracked by Wall St. Rank hold TMFS as of Q3 2024.

Baldwin Wealth Partners reported no remaining Motley Fool Small-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 150 Motley Fool Small-Cap Growth ETF shares in Q3 2024, an estimated $4.67K.
Baldwin Wealth Partners first reported a position in Motley Fool Small-Cap Growth ETF in Q1 2022 and held it in 10 quarters.
Baldwin Wealth Partners's Motley Fool Small-Cap Growth ETF position peaked at $5K in Q1 2022.
23 funds tracked by Wall St. Rank held Motley Fool Small-Cap Growth ETF as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.