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Baystate Wealth Management’s AMCON Distributing DIT Stock Holding History

Baystate Wealth Management’s Portfolio DIT Stock Details DIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$5.27K Hold
41
– – ﹤0.01% 875
2023
Q3 		$5.57K Hold
41
– – ﹤0.01% 673
2023
Q2 		$5.48K Buy
+41
New +$5.24K ﹤0.01% 684

Other funds holding DIT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Baystate Wealth Management held its AMCON Distributing (DIT) position steady in Q4 2023 at 41 shares worth $5.27K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

Baystate Wealth Management first reported a position in DIT in Q2 2023 and has held it in 3 quarters since. The position peaked at $5.57K in Q3 2023. 21 funds tracked by Wall St. Rank hold DIT as of Q4 2023.

  • Baystate Wealth Management held 41 shares of AMCON Distributing worth $5.27K as of Q4 2023.
  • Baystate Wealth Management left its AMCON Distributing share count unchanged in Q4 2023.
  • AMCON Distributing made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #875 holding.
  • Baystate Wealth Management first reported a position in AMCON Distributing in Q2 2023 and has held it in 3 quarters since.
  • Baystate Wealth Management's AMCON Distributing position peaked at $5.57K in Q3 2023.
  • 21 funds tracked by Wall St. Rank held AMCON Distributing as of Q4 2023.

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