BTWM
REE

Baker Tilly Wealth Management’s REE Automotive REE Stock Holding History

Baker Tilly Wealth Management’s Portfolio REE Stock Details REE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-744
Closed -$3.27K – 481
2023
Q3 		$3.27K Hold
744
– – ﹤0.01% 456
2023
Q2 		$8.48K Hold
744
– – ﹤0.01% 547
2023
Q1 		$7.27K Hold
744
– – ﹤0.01% 547
2022
Q4 		$8.68K Hold
744
– – ﹤0.01% 539
2022
Q3 		$15K Buy
+744
New +$25.6K ﹤0.01% 507

Other funds holding REE

MGIM
M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
SGL
Sonic GP LLC Honolulu, Hawaii $45.4M AUM 5.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return
AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return
CCP
Corbin Capital Partners New York $61.3M AUM 53.03% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
ACM
Atalaya Capital Management New York $45M AUM 3.02% 1-Year Est. Return
NA
Nordwand Advisors Radnor, Pennsylvania $572M AUM 23.09% 1-Year Est. Return

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

Baker Tilly Wealth Management sold out of REE Automotive (REE) in Q4 2023, closing a stake of 744 shares — an estimated $3.27K sold.

Baker Tilly Wealth Management first reported a position in REE in Q3 2022 and held it in 5 quarters. The position peaked at $15K in Q3 2022. 23 funds tracked by Wall St. Rank hold REE as of Q4 2023.

  • Baker Tilly Wealth Management reported no remaining REE Automotive position as of Q4 2023 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 744 REE Automotive shares in Q4 2023, an estimated $3.27K.
  • Baker Tilly Wealth Management first reported a position in REE Automotive in Q3 2022 and held it in 5 quarters.
  • Baker Tilly Wealth Management's REE Automotive position peaked at $15K in Q3 2022.
  • 23 funds tracked by Wall St. Rank held REE Automotive as of Q4 2023.

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