Baker Tilly Wealth Management’s Credit Acceptance CACC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-519	Closed	-$246K	–	550
2022 Q4	$246K	Buy	+519	New	+$238K	0.03%	475
2022 Q3	–	Sell	-430	Closed	-$204K	–	510
2022 Q2	$204K	Sell	430 -35	-8%	-$19.3K	0.03%	468
2022 Q1	$256K	Buy	465 +72	+18%	+$39.2K	0.03%	451
2021 Q4	$270K	Sell	393 -87	-18%	-$56K	0.03%	448
2021 Q3	$281K	Buy	480 +9	+2%	+$4.9K	0.04%	424
2021 Q2	$214K	Buy	+471	New	+$193K	0.03%	471

Other funds holding CACC

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Gobi Capital San Francisco, California $1.8B AUM 7.28% 1-Year Est. Return

BMO

Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

Baker Tilly Wealth Management's CACC Position: Q1 2023 in Review

Baker Tilly Wealth Management sold out of Credit Acceptance (CACC) in Q1 2023, closing a stake of 519 shares — an estimated $246K sold.

Baker Tilly Wealth Management first reported a position in CACC in Q2 2021 and held it in 6 quarters. The position peaked at $281K in Q3 2021. 230 funds tracked by Wall St. Rank hold CACC as of Q1 2023.

Baker Tilly Wealth Management reported no remaining Credit Acceptance position as of Q1 2023 after selling out during the quarter.
Baker Tilly Wealth Management sold 519 Credit Acceptance shares in Q1 2023, an estimated $246K.
Baker Tilly Wealth Management first reported a position in Credit Acceptance in Q2 2021 and held it in 6 quarters.
Baker Tilly Wealth Management's Credit Acceptance position peaked at $281K in Q3 2021.
230 funds tracked by Wall St. Rank held Credit Acceptance as of Q1 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2023, filed 12 Apr 2023.