BWP
WFM

Baldwin Wealth Partners’s Whole Foods Market Inc WFM Stock Holding History

Baldwin Wealth Partners’s Portfolio WFM Stock Details WFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-4,518
Closed -$190K – 514
2017
Q2 		$190K Buy
+4,518
New +$165K 0.03% 189
2017
Q1 		– Sell
-5,265
Closed -$162K – 554
2016
Q4 		$162K Buy
+5,265
New +$158K 0.03% 192
2016
Q3 		– Sell
-400
Closed -$13K – 579
2016
Q2 		$13K Sell
400
-11,460
-97% -$356K ﹤0.01% 379
2016
Q1 		$369K Buy
+11,860
New +$371K 0.07% 163
2014
Q2 		– Sell
-32,347
Closed -$1.64M – 261
2014
Q1 		$1.64M Sell
32,347
-15,007
-32% -$800K 0.26% 83
2013
Q4 		$2.74M Buy
47,354
+546
+1% +$32.4K 0.44% 61
2013
Q3 		$2.74M Sell
46,808
-841
-2% -$46.4K 0.5% 53
2013
Q2 		$2.45M Buy
+47,649
New +$2.3M 0.49% 61

Other funds holding WFM

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $676M AUM 26.18% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return