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Baystate Wealth Management’s Aecom ACM Stock Holding History

Baystate Wealth Management’s Portfolio ACM Stock Details ACM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-84
Closed -$7.16K – 1048
2023
Q1 		$7.16K Hold
84
– – ﹤0.01% 619
2022
Q4 		$7K Hold
84
– – ﹤0.01% 632
2022
Q3 		$6K Hold
84
– – ﹤0.01% 615
2022
Q2 		$6K Hold
84
– – ﹤0.01% 634
2022
Q1 		$6K Hold
84
– – ﹤0.01% 630
2021
Q4 		$6K Sell
84
-313
-79% -$22K ﹤0.01% 621
2021
Q3 		$25K Hold
397
– – ﹤0.01% 384
2021
Q2 		$25K Buy
+397
New +$26K ﹤0.01% 362

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PAMS
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State Street
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SV
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Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return