Baystate Wealth Management’s Ashford Inc. AINC Stock Holding History

Baystate Wealth Management’s Portfolio AINC Stock Details AINC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1	Closed	–	–	1088
2022 Q4	$0	Buy	+1	New	+$15	﹤0.01%	997

Other funds holding AINC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SWP

Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Baystate Wealth Management sold out of Ashford Inc. (AINC) in Q1 2023, closing a stake of 1 share.

Baystate Wealth Management first reported a position in AINC in Q4 2022 and held it in 1 quarter. The position peaked at $0 in Q4 2022. 19 funds tracked by Wall St. Rank hold AINC as of Q1 2023.

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

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