LWANC
WFCF icon

Laurel Wealth Advisors (North Carolina)’s Where Food Comes From WFCF Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2021
Q3 		– Sell
-2,000
Closed -$31K – 758
2021
Q2 		$31K Buy
+2,000
New +$29.6K 0.01% 330

Other funds holding WFCF

NIA
NIA Impact Advisors Berkeley, California $241M AUM 44.09% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UCMOK
United Capital Management of KS Salina, Kansas $660M AUM 50.85% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
RMCM
Reynders McVeigh Capital Management Boston, Massachusetts $1.98B AUM 23.37% 1-Year Est. Return
SL
Stevard LLC Chicago, Illinois $26.8M AUM 42.43% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s WFCF Position: Q3 2021 in Review

Laurel Wealth Advisors (North Carolina) sold out of Where Food Comes From (WFCF) in Q3 2021, closing a stake of 2,000 shares — an estimated $31K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in WFCF in Q2 2021 and held it in 1 quarter. The position peaked at $31K in Q2 2021. 14 funds tracked by Wall St. Rank hold WFCF as of Q3 2021.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Where Food Comes From position as of Q3 2021 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 2,000 Where Food Comes From shares in Q3 2021, an estimated $31K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Where Food Comes From in Q2 2021 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s Where Food Comes From position peaked at $31K in Q2 2021.
  • 14 funds tracked by Wall St. Rank held Where Food Comes From as of Q3 2021.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2021, filed 12 Nov 2021.