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Baker Tilly Wealth Management’s UBS Group UBS Stock Holding History

Baker Tilly Wealth Management’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,619
Closed -$198K – 575
2022
Q4 		$198K Buy
+10,619
New +$181K 0.02% 511

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Zurich Cantonal Bank
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Goldman Sachs
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Fidelity Investments
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PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Baker Tilly Wealth Management sold out of UBS Group (UBS) in Q1 2023, closing a stake of 10,619 shares — an estimated $198K sold.

Baker Tilly Wealth Management first reported a position in UBS in Q4 2022 and held it in 1 quarter. The position peaked at $198K in Q4 2022. 434 funds tracked by Wall St. Rank hold UBS as of Q1 2023.

  • Baker Tilly Wealth Management reported no remaining UBS Group position as of Q1 2023 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 10,619 UBS Group shares in Q1 2023, an estimated $198K.
  • Baker Tilly Wealth Management first reported a position in UBS Group in Q4 2022 and held it in 1 quarter.
  • Baker Tilly Wealth Management's UBS Group position peaked at $198K in Q4 2022.
  • 434 funds tracked by Wall St. Rank held UBS Group as of Q1 2023.

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