BWM
AIMC

Baystate Wealth Management’s Altra Industrial Motion Corp AIMC Stock Holding History

Baystate Wealth Management’s Portfolio AIMC Stock Details AIMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-39
Closed -$2K – 1090
2022
Q4 		$2K Hold
39
– – ﹤0.01% 823
2022
Q3 		$1K Hold
39
– – ﹤0.01% 876
2022
Q2 		$1K Hold
39
– – ﹤0.01% 891
2022
Q1 		$2K Hold
39
– – ﹤0.01% 792
2021
Q4 		$2K Sell
39
-290
-88% -$15.9K ﹤0.01% 791
2021
Q3 		$18K Hold
329
– – ﹤0.01% 452
2021
Q2 		$21K Buy
+329
New +$20.9K ﹤0.01% 401

Other funds holding AIMC

FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Baystate Wealth Management sold out of Altra Industrial Motion Corp (AIMC) in Q1 2023, closing a stake of 39 shares — an estimated $2K sold.

Baystate Wealth Management first reported a position in AIMC in Q2 2021 and held it in 7 quarters. The position peaked at $21K in Q2 2021. 3 funds tracked by Wall St. Rank hold AIMC as of Q1 2023.

  • Baystate Wealth Management reported no remaining Altra Industrial Motion Corp position as of Q1 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 39 Altra Industrial Motion Corp shares in Q1 2023, an estimated $2K.
  • Baystate Wealth Management first reported a position in Altra Industrial Motion Corp in Q2 2021 and held it in 7 quarters.
  • Baystate Wealth Management's Altra Industrial Motion Corp position peaked at $21K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Altra Industrial Motion Corp as of Q1 2023.

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