Baker Tilly Wealth Management’s Augmedix, Inc. Common Stock AUGX Stock Holding History

Baker Tilly Wealth Management’s Portfolio AUGX Stock Details AUGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-28,571	Closed	-$147K	–	496
2023 Q3	$147K	Buy	28,571 +93	+0.3%	+$436	0.02%	445
2023 Q2	$137K	Sell	28,478 -10,588	-27%	-$36.6K	0.01%	532
2023 Q1	$68K	Sell	39,066 -1,043	-3%	-$1.7K	0.01%	539
2022 Q4	$62.6K	Sell	40,109 -1,722	-4%	-$2.19K	0.01%	528
2022 Q3	$61K	Buy	41,831 +6,582	+19%	+$11.3K	0.01%	496
2022 Q2	$63K	Buy	35,249 +4,314	+14%	+$9.99K	0.01%	486
2022 Q1	$91K	Sell	30,935 -5,762	-16%	-$15.6K	0.01%	511
2021 Q4	$116K	Buy	+36,697	New	+$133K	0.01%	521

Other funds holding AUGX

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

Samjo Management New York $231M AUM 13.04% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

PCM

Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PHP

Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

GIPM

G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

AFG

American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

Baker Tilly Wealth Management's AUGX Position: Q4 2023 in Review

Baker Tilly Wealth Management sold out of Augmedix, Inc. Common Stock (AUGX) in Q4 2023, closing a stake of 28,571 shares — an estimated $147K sold.

Baker Tilly Wealth Management first reported a position in AUGX in Q4 2021 and held it in 8 quarters. The position peaked at $147K in Q3 2023. 85 funds tracked by Wall St. Rank hold AUGX as of Q4 2023.

Baker Tilly Wealth Management reported no remaining Augmedix, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Baker Tilly Wealth Management sold 28,571 Augmedix, Inc. Common Stock shares in Q4 2023, an estimated $147K.
Baker Tilly Wealth Management first reported a position in Augmedix, Inc. Common Stock in Q4 2021 and held it in 8 quarters.
Baker Tilly Wealth Management's Augmedix, Inc. Common Stock position peaked at $147K in Q3 2023.
85 funds tracked by Wall St. Rank held Augmedix, Inc. Common Stock as of Q4 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.