BWM
AAT

Baystate Wealth Management’s American Assets Trust AAT Stock Holding History

Baystate Wealth Management’s Portfolio AAT Stock Details AAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$22.8K Buy
+1,014
New +$20.1K ﹤0.01% 529

Other funds holding AAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAI
American Assets Inc San Diego, California $298M AUM 2.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AAIM
American Assets Investment Management San Diego, California $1.47B AUM 43% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Baystate Wealth Management's AAT Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in American Assets Trust (AAT) in Q4 2023: 1,014 shares worth $22.8K. The stake represents ﹤0.01% of the portfolio and ranks #529 among its holdings.

194 funds tracked by Wall St. Rank hold AAT as of Q4 2023.

  • Baystate Wealth Management held 1,014 shares of American Assets Trust worth $22.8K as of Q4 2023.
  • American Assets Trust was a new Baystate Wealth Management position in Q4 2023.
  • American Assets Trust made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #529 holding.
  • 194 funds tracked by Wall St. Rank held American Assets Trust as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.