BWM
CIK

Baystate Wealth Management’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

Baystate Wealth Management’s Portfolio CIK Stock Details CIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$7.83K Buy
+2,500
New +$6.87K ﹤0.01% 784

Other funds holding CIK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
ICM
IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

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

Baystate Wealth Management opened a new position in Credit Suisse Asset Management Income Fund (CIK) in Q4 2023: 2,500 shares worth $7.83K. The stake represents ﹤0.01% of the portfolio and ranks #784 among its holdings.

49 funds tracked by Wall St. Rank hold CIK as of Q4 2023.

  • Baystate Wealth Management held 2,500 shares of Credit Suisse Asset Management Income Fund worth $7.83K as of Q4 2023.
  • Credit Suisse Asset Management Income Fund was a new Baystate Wealth Management position in Q4 2023.
  • Credit Suisse Asset Management Income Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #784 holding.
  • 49 funds tracked by Wall St. Rank held Credit Suisse Asset Management Income Fund as of Q4 2023.

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