Baker Tilly Wealth Management’s UWM Holdings UWMC Stock Holding History

Baker Tilly Wealth Management’s Portfolio UWMC Stock Details UWMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-30,000	Closed	-$168K	–	551
2023 Q2	$168K	Sell	30,000 -582	-2%	-$3.13K	0.02%	527
2023 Q1	$150K	Buy	30,582 +20,015	+189%	+$87.8K	0.02%	528
2022 Q4	$35K	Buy	10,567 +17	+0.2%	+$64	﹤0.01%	534
2022 Q3	$31K	Buy	10,550 +14	+0.1%	+$52	﹤0.01%	503
2022 Q2	$37K	Buy	10,536 +13	+0.1%	+$50	﹤0.01%	488
2022 Q1	$48K	Buy	+10,523	New	+$50.8K	0.01%	514
2021 Q4	–	Sell	-48,362	Closed	-$336K	–	547
2021 Q3	$336K	Buy	48,362 +6	+0%	+$45	0.04%	397
2021 Q2	$409K	Buy	48,356 +8,251	+21%	+$69.1K	0.07%	327
2021 Q1	$318K	Buy	+40,105	New	+$389K	0.07%	346

Other funds holding UWMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Baker Tilly Wealth Management sold out of UWM Holdings (UWMC) in Q3 2023, closing a stake of 30,000 shares — an estimated $168K sold.

Baker Tilly Wealth Management first reported a position in UWMC in Q1 2021 and held it in 9 quarters. The position peaked at $409K in Q2 2021. 165 funds tracked by Wall St. Rank hold UWMC as of Q3 2023.

Baker Tilly Wealth Management reported no remaining UWM Holdings position as of Q3 2023 after selling out during the quarter.
Baker Tilly Wealth Management sold 30,000 UWM Holdings shares in Q3 2023, an estimated $168K.
Baker Tilly Wealth Management first reported a position in UWM Holdings in Q1 2021 and held it in 9 quarters.
Baker Tilly Wealth Management's UWM Holdings position peaked at $409K in Q2 2021.
165 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2023.

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