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Baker Tilly Wealth Management’s SPS Commerce SPSC Stock Holding History

Baker Tilly Wealth Management’s Portfolio SPSC Stock Details SPSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,157
Closed -$218K – 284
2024
Q2 		$218K Sell
1,157
-4,581
-80% -$838K 0.09% 256
2024
Q1 		$1.06M Sell
5,738
-177
-3% -$32.7K 0.19% 115
2023
Q4 		$1.15M Buy
5,915
+324
+6% +$56.5K 0.19% 120
2023
Q3 		$954K Sell
5,591
-820
-13% -$146K 0.16% 135
2023
Q2 		$1.23M Sell
6,411
-171
-3% -$27.6K 0.13% 171
2023
Q1 		$1M Sell
6,582
-1,056
-14% -$150K 0.11% 198
2022
Q4 		$981K Sell
7,638
-263
-3% -$33.9K 0.12% 188
2022
Q3 		$982K Sell
7,901
-306
-4% -$37.1K 0.13% 167
2022
Q2 		$928K Sell
8,207
-309
-4% -$35K 0.12% 183
2022
Q1 		$1.12M Buy
8,516
+1,493
+21% +$187K 0.12% 174
2021
Q4 		$1M Sell
7,023
-661
-9% -$99K 0.11% 197
2021
Q3 		$1.24M Buy
7,684
+3,478
+83% +$429K 0.16% 126
2021
Q2 		$420K Buy
4,206
+509
+14% +$50.3K 0.07% 317
2021
Q1 		$367K Buy
3,697
+709
+24% +$74.9K 0.08% 303
2020
Q4 		$324K Buy
+2,988
New +$280K 0.1% 222

Other funds holding SPSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Baker Tilly Wealth Management's SPSC Position: Q3 2024 in Review

Baker Tilly Wealth Management sold out of SPS Commerce (SPSC) in Q3 2024, closing a stake of 1,157 shares — an estimated $218K sold.

Baker Tilly Wealth Management first reported a position in SPSC in Q4 2020 and held it in 15 quarters. The position peaked at $1.24M in Q3 2021. 460 funds tracked by Wall St. Rank hold SPSC as of Q3 2024.

  • Baker Tilly Wealth Management reported no remaining SPS Commerce position as of Q3 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 1,157 SPS Commerce shares in Q3 2024, an estimated $218K.
  • Baker Tilly Wealth Management first reported a position in SPS Commerce in Q4 2020 and held it in 15 quarters.
  • Baker Tilly Wealth Management's SPS Commerce position peaked at $1.24M in Q3 2021.
  • 460 funds tracked by Wall St. Rank held SPS Commerce as of Q3 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.