Baker Tilly Wealth Management’s Change Healthcare Inc. Common Stock CHNG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-15,537	Closed	-$427K	–	575
2022 Q3	$427K	Sell	15,537 -15,000	-49%	-$372K	0.06%	328
2022 Q2	$704K	Hold	30,537	–	–	0.09%	235
2022 Q1	$666K	Buy	30,537 +4,537	+17%	+$94.2K	0.07%	270
2021 Q4	$556K	Hold	26,000	–	–	0.06%	330
2021 Q3	$544K	Buy	26,000 +2,000	+8%	+$43.6K	0.07%	296
2021 Q2	$553K	Buy	24,000 +5,000	+26%	+$115K	0.09%	257
2021 Q1	$420K	Buy	+19,000	New	+$440K	0.09%	280

Other funds holding CHNG

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Baker Tilly Wealth Management's CHNG Position: Q4 2022 in Review

Baker Tilly Wealth Management sold out of Change Healthcare Inc. Common Stock (CHNG) in Q4 2022, closing a stake of 15,537 shares — an estimated $427K sold.

Baker Tilly Wealth Management first reported a position in CHNG in Q1 2021 and held it in 7 quarters. The position peaked at $704K in Q2 2022. 1 fund tracked by Wall St. Rank holds CHNG as of Q4 2022.

Baker Tilly Wealth Management reported no remaining Change Healthcare Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
Baker Tilly Wealth Management sold 15,537 Change Healthcare Inc. Common Stock shares in Q4 2022, an estimated $427K.
Baker Tilly Wealth Management first reported a position in Change Healthcare Inc. Common Stock in Q1 2021 and held it in 7 quarters.
Baker Tilly Wealth Management's Change Healthcare Inc. Common Stock position peaked at $704K in Q2 2022.
1 fund tracked by Wall St. Rank held Change Healthcare Inc. Common Stock as of Q4 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.