BWM
AHT

Baystate Wealth Management’s Ashford Hospitality Trust AHT Stock Holding History

Baystate Wealth Management’s Portfolio AHT Stock Details AHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1
Closed – – 1034
2022
Q4 		$0 Buy
+1
New +$64 ﹤0.01% 934

Other funds holding AHT

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VM
Varde Management Minneapolis, Minnesota $49.3M AUM 87.64% 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
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baystate Wealth Management's AHT Position: Q1 2023 in Review

Baystate Wealth Management sold out of Ashford Hospitality Trust (AHT) in Q1 2023, closing a stake of 1 share.

Baystate Wealth Management first reported a position in AHT in Q4 2022 and held it in 1 quarter. The position peaked at $0 in Q4 2022. 82 funds tracked by Wall St. Rank hold AHT as of Q1 2023.

  • Baystate Wealth Management reported no remaining Ashford Hospitality Trust position as of Q1 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 1 Ashford Hospitality Trust share in Q1 2023.
  • Baystate Wealth Management first reported a position in Ashford Hospitality Trust in Q4 2022 and held it in 1 quarter.
  • Baystate Wealth Management's Ashford Hospitality Trust position peaked at $0 in Q4 2022.
  • 82 funds tracked by Wall St. Rank held Ashford Hospitality Trust as of Q1 2023.

Based on Baystate Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.