BTWM
DNB

Baker Tilly Wealth Management’s Dun & Bradstreet DNB Stock Holding History

Baker Tilly Wealth Management’s Portfolio DNB Stock Details DNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-22,599
Closed -$277K – 554
2022
Q4 		$277K Buy
+22,599
New +$290K 0.03% 450

Other funds holding DNB

CH
Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return
THLTP
Thomas H. Lee (THL) Partners Boston, Massachusetts $205M AUM 1.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
SG
StepStone Group La Jolla, California $2.16B AUM 20.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Baker Tilly Wealth Management sold out of Dun & Bradstreet (DNB) in Q1 2023, closing a stake of 22,599 shares — an estimated $277K sold.

Baker Tilly Wealth Management first reported a position in DNB in Q4 2022 and held it in 1 quarter. The position peaked at $277K in Q4 2022. 209 funds tracked by Wall St. Rank hold DNB as of Q1 2023.

  • Baker Tilly Wealth Management reported no remaining Dun & Bradstreet position as of Q1 2023 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 22,599 Dun & Bradstreet shares in Q1 2023, an estimated $277K.
  • Baker Tilly Wealth Management first reported a position in Dun & Bradstreet in Q4 2022 and held it in 1 quarter.
  • Baker Tilly Wealth Management's Dun & Bradstreet position peaked at $277K in Q4 2022.
  • 209 funds tracked by Wall St. Rank held Dun & Bradstreet as of Q1 2023.

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