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Baker Avenue Asset Management’s FlexShares Morningstar US Market Factors Tilt Index Fund 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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CFA
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EA
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RW
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Baker Avenue Asset Management's TILT Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of FlexShares Morningstar US Market Factors Tilt Index Fund (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 FlexShares Morningstar US Market Factors Tilt Index Fund position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 17 FlexShares Morningstar US Market Factors Tilt Index Fund shares in Q4 2023, an estimated $2.77K.
  • Baker Avenue Asset Management first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q3 2023 and held it in 1 quarter.
  • Baker Avenue Asset Management's FlexShares Morningstar US Market Factors Tilt Index Fund position peaked at $2.77K in Q3 2023.
  • 90 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q4 2023.

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