Baystate Wealth Management’s Amplify Lithium & Battery Technology ETF BATT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$1.12K	Hold	106	–	–	﹤0.01%	1140
2023 Q3	$1.2K	Hold	106	–	–	﹤0.01%	870
2023 Q2	$1.4K	Hold	106	–	–	﹤0.01%	902
2023 Q1	$1.37K	Buy	106 +4	+4%	+$52	﹤0.01%	894
2022 Q4	$1K	Hold	102	–	–	﹤0.01%	831
2022 Q3	$1K	Hold	102	–	–	﹤0.01%	785
2022 Q2	$1K	Hold	102	–	–	﹤0.01%	810
2022 Q1	$2K	Buy	102 +2	+2%	+$33	﹤0.01%	740
2021 Q4	$2K	Buy	+100	New	+$1.89K	﹤0.01%	741

Other funds holding BATT

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJA

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

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

Baystate Wealth Management held its Amplify Lithium & Battery Technology ETF (BATT) position steady in Q4 2023 at 106 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1140.

Baystate Wealth Management first reported a position in BATT in Q4 2021 and has held it in 9 quarters since. The position peaked at $2K in Q1 2022. 64 funds tracked by Wall St. Rank hold BATT as of Q4 2023.

Baystate Wealth Management held 106 shares of Amplify Lithium & Battery Technology ETF worth $1.12K as of Q4 2023.
Baystate Wealth Management left its Amplify Lithium & Battery Technology ETF share count unchanged in Q4 2023.
Amplify Lithium & Battery Technology ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1140 holding.
Baystate Wealth Management first reported a position in Amplify Lithium & Battery Technology ETF in Q4 2021 and has held it in 9 quarters since.
Baystate Wealth Management's Amplify Lithium & Battery Technology ETF position peaked at $2K in Q1 2022.
64 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q4 2023.

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