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Baker Tilly Wealth Management’s Nasdaq NDAQ Stock Holding History

Baker Tilly Wealth Management’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,264
Closed -$228K – 550
2021
Q4 		$228K Buy
+3,264
New +$222K 0.02% 482

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Capital World Investors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Baker Tilly Wealth Management's NDAQ Position: Q1 2022 in Review

Baker Tilly Wealth Management sold out of Nasdaq (NDAQ) in Q1 2022, closing a stake of 3,264 shares — an estimated $228K sold.

Baker Tilly Wealth Management first reported a position in NDAQ in Q4 2021 and held it in 1 quarter. The position peaked at $228K in Q4 2021. 677 funds tracked by Wall St. Rank hold NDAQ as of Q1 2022.

  • Baker Tilly Wealth Management reported no remaining Nasdaq position as of Q1 2022 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 3,264 Nasdaq shares in Q1 2022, an estimated $228K.
  • Baker Tilly Wealth Management first reported a position in Nasdaq in Q4 2021 and held it in 1 quarter.
  • Baker Tilly Wealth Management's Nasdaq position peaked at $228K in Q4 2021.
  • 677 funds tracked by Wall St. Rank held Nasdaq as of Q1 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2022, filed 27 Apr 2022.