Baldwin Wealth Partners’s Where Food Comes From WFCF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-296	Closed	-$3K	–	833
2022 Q3	$3K	Hold	296	–	–	﹤0.01%	610
2022 Q2	$3K	Buy	+296	New	+$3.16K	﹤0.01%	640
2022 Q1	–	Sell	-316	Closed	-$5K	–	703
2021 Q4	$5K	Hold	316	–	–	﹤0.01%	566
2021 Q3	$4K	Buy	316 +83	+36%	+$1.17K	﹤0.01%	596
2021 Q2	$4K	Buy	+233	New	+$3.45K	﹤0.01%	602

Other funds holding WFCF

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Aristides Capital Louisville, Kentucky $514M AUM 29.58% 1-Year Est. Return

NIA Impact Advisors Berkeley, California $241M AUM 44.09% 1-Year Est. Return

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

Reynders McVeigh Capital Management Boston, Massachusetts $2.31B AUM 23.57% 1-Year Est. Return

PCM

Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Baldwin Wealth Partners's WFCF Position: Q4 2022 in Review

Baldwin Wealth Partners sold out of Where Food Comes From (WFCF) in Q4 2022, closing a stake of 296 shares — an estimated $3K sold.

Baldwin Wealth Partners first reported a position in WFCF in Q2 2021 and held it in 5 quarters. The position peaked at $5K in Q4 2021. 17 funds tracked by Wall St. Rank hold WFCF as of Q4 2022.

Baldwin Wealth Partners reported no remaining Where Food Comes From position as of Q4 2022 after selling out during the quarter.
Baldwin Wealth Partners sold 296 Where Food Comes From shares in Q4 2022, an estimated $3K.
Baldwin Wealth Partners first reported a position in Where Food Comes From in Q2 2021 and held it in 5 quarters.
Baldwin Wealth Partners's Where Food Comes From position peaked at $5K in Q4 2021.
17 funds tracked by Wall St. Rank held Where Food Comes From as of Q4 2022.

Based on Baldwin Wealth Partners's 13F filing for Q4 2022, filed 27 Jan 2023.