BWM
AOD

Baystate Wealth Management’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

Baystate Wealth Management’s Portfolio AOD Stock Details AOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$8.12K Buy
+1,007
New +$7.68K ﹤0.01% 777
2018
Q4 		– Sell
-241
Closed -$2K – 677
2018
Q3 		$2K Buy
241
+4
+2% +$35 ﹤0.01% 505
2018
Q2 		$1K Buy
237
+3
+1% +$27 ﹤0.01% 578
2018
Q1 		$2K Buy
+234
New +$2.21K ﹤0.01% 487
2015
Q4 		– Sell
-11,000
Closed -$83K – 54
2015
Q3 		$83K Buy
11,000
+223
+2% +$1.85K 0.02% 54
2015
Q2 		$93K Buy
+10,777
New +$96.7K 0.03% 58

Other funds holding AOD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return