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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

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BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
NIA
NIA Impact Advisors Berkeley, California $241M AUM 44.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RMCM
Reynders McVeigh Capital Management Boston, Massachusetts $1.98B AUM 23.37% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 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.