Baystate Wealth Management’s Advent Convertible and Income Fund AVK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$17.4K	Buy	+1,573	New	+$15.8K	﹤0.01%	588

Other funds holding AVK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Baystate Wealth Management's AVK Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Advent Convertible and Income Fund (AVK) in Q4 2023: 1,573 shares worth $17.4K. The stake represents ﹤0.01% of the portfolio and ranks #588 among its holdings.

89 funds tracked by Wall St. Rank hold AVK as of Q4 2023.

Baystate Wealth Management held 1,573 shares of Advent Convertible and Income Fund worth $17.4K as of Q4 2023.
Advent Convertible and Income Fund was a new Baystate Wealth Management position in Q4 2023.
Advent Convertible and Income Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #588 holding.
89 funds tracked by Wall St. Rank held Advent Convertible and Income Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.