Baker Avenue Asset Management
TILT icon

Baker Avenue Asset Management’s Northern Trust Morningstar US Market Factor Tilt ETF TILT Stock Holding History

Baker Avenue Asset Management’s Portfolio TILT Stock Details TILT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-17
Closed -$2.77K – 1380
2023
Q3 		$2.77K Buy
+17
New +$2.89K ﹤0.01% 1067

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SageView Advisory Group
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CFA
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Baker Avenue Asset Management's TILT Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Northern Trust Morningstar US Market Factor Tilt ETF (TILT) in Q4 2023, closing a stake of 17 shares — an estimated $2.77K sold.

Baker Avenue Asset Management first reported a position in TILT in Q3 2023 and held it in 1 quarter. The position peaked at $2.77K in Q3 2023. 90 funds tracked by Wall St. Rank hold TILT as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Northern Trust Morningstar US Market Factor Tilt ETF position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 17 Northern Trust Morningstar US Market Factor Tilt ETF shares in Q4 2023, an estimated $2.77K.
  • Baker Avenue Asset Management first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q3 2023 and held it in 1 quarter.
  • Baker Avenue Asset Management's Northern Trust Morningstar US Market Factor Tilt ETF position peaked at $2.77K in Q3 2023.
  • 90 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.