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Baker Tilly Wealth Management’s United Microelectronic UMC Stock Holding History

Baker Tilly Wealth Management’s Portfolio UMC Stock Details UMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,767
Closed -$85K – 550
2023
Q2 		$85K Hold
10,767
– – 0.01% 537
2023
Q1 		$94.3K Hold
10,767
– – 0.01% 533
2022
Q4 		$70.3K Buy
+10,767
New +$71.3K 0.01% 524

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CS
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Baker Tilly Wealth Management's UMC Position: Q3 2023 in Review

Baker Tilly Wealth Management sold out of United Microelectronic (UMC) in Q3 2023, closing a stake of 10,767 shares — an estimated $85K sold.

Baker Tilly Wealth Management first reported a position in UMC in Q4 2022 and held it in 3 quarters. The position peaked at $94.3K in Q1 2023. 216 funds tracked by Wall St. Rank hold UMC as of Q3 2023.

  • Baker Tilly Wealth Management reported no remaining United Microelectronic position as of Q3 2023 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 10,767 United Microelectronic shares in Q3 2023, an estimated $85K.
  • Baker Tilly Wealth Management first reported a position in United Microelectronic in Q4 2022 and held it in 3 quarters.
  • Baker Tilly Wealth Management's United Microelectronic position peaked at $94.3K in Q1 2023.
  • 216 funds tracked by Wall St. Rank held United Microelectronic as of Q3 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.