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United Capital Management of KS’s Where Food Comes From WFCF Stock Holding History

United Capital Management of KS’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
Q4 		– Sell
-17,462
Closed -$236K – 97
2021
Q3 		$236K Hold
17,462
– – 0.1% 86
2021
Q2 		$270K Buy
+17,462
New +$259K 0.11% 87

Other funds holding WFCF

NIA
NIA Impact Advisors Berkeley, California $241M AUM 44.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.42B AUM 22.12% 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
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
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
SL
Stevard LLC Chicago, Illinois $26.8M AUM 42.43% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

United Capital Management of KS's WFCF Position: Q4 2021 in Review

United Capital Management of KS sold out of Where Food Comes From (WFCF) in Q4 2021, closing a stake of 17,462 shares — an estimated $236K sold.

United Capital Management of KS first reported a position in WFCF in Q2 2021 and held it in 2 quarters. The position peaked at $270K in Q2 2021. 16 funds tracked by Wall St. Rank hold WFCF as of Q4 2021.

  • United Capital Management of KS reported no remaining Where Food Comes From position as of Q4 2021 after selling out during the quarter.
  • United Capital Management of KS sold 17,462 Where Food Comes From shares in Q4 2021, an estimated $236K.
  • United Capital Management of KS first reported a position in Where Food Comes From in Q2 2021 and held it in 2 quarters.
  • United Capital Management of KS's Where Food Comes From position peaked at $270K in Q2 2021.
  • 16 funds tracked by Wall St. Rank held Where Food Comes From as of Q4 2021.

Based on United Capital Management of KS's 13F filing for Q4 2021, filed 18 Jan 2022.