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Baker Tilly Wealth Management’s Petco WOOF Stock Holding History

Baker Tilly Wealth Management’s Portfolio WOOF Stock Details WOOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-10,000
Closed -$196K – 535
2022
Q1 		$196K Hold
10,000
– – 0.02% 501
2021
Q4 		$198K Hold
10,000
– – 0.02% 508
2021
Q3 		$211K Hold
10,000
– – 0.03% 484
2021
Q2 		$224K Buy
+10,000
New +$234K 0.04% 460

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William Blair Investment Management
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Baker Tilly Wealth Management's WOOF Position: Q2 2022 in Review

Baker Tilly Wealth Management sold out of Petco (WOOF) in Q2 2022, closing a stake of 10,000 shares — an estimated $196K sold.

Baker Tilly Wealth Management first reported a position in WOOF in Q2 2021 and held it in 4 quarters. The position peaked at $224K in Q2 2021. 212 funds tracked by Wall St. Rank hold WOOF as of Q2 2022.

  • Baker Tilly Wealth Management reported no remaining Petco position as of Q2 2022 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 10,000 Petco shares in Q2 2022, an estimated $196K.
  • Baker Tilly Wealth Management first reported a position in Petco in Q2 2021 and held it in 4 quarters.
  • Baker Tilly Wealth Management's Petco position peaked at $224K in Q2 2021.
  • 212 funds tracked by Wall St. Rank held Petco as of Q2 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.