Baystate Wealth Management’s Amplify Cybersecurity ETF HACK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$65.2K	Hold	1,079	–	–	﹤0.01%	339
2023 Q3	$55.7K	Hold	1,079	–	–	﹤0.01%	326
2023 Q2	$54.6K	Buy	1,079 +1	+0.1%	+$48	﹤0.01%	320
2023 Q1	$51.6K	Buy	1,078 +1	+0.1%	+$46	﹤0.01%	335
2022 Q4	$47K	Hold	1,077	–	–	﹤0.01%	335
2022 Q3	$47K	Hold	1,077	–	–	﹤0.01%	311
2022 Q2	$49K	Buy	1,077 +1	+0.1%	+$50	﹤0.01%	319
2022 Q1	$63K	Hold	1,076	–	–	0.01%	294
2021 Q4	$66K	Buy	1,076 +1	+0.1%	+$63	0.01%	289
2021 Q3	$65K	Buy	1,075 +2	+0.2%	+$125	0.01%	263
2021 Q2	$65K	Hold	1,073	–	–	0.01%	248
2021 Q1	$59K	Hold	1,073	–	–	0.01%	245
2020 Q4	$62K	Hold	1,073	–	–	0.01%	227
2020 Q3	$50K	Buy	1,073 +1	+0.1%	+$47	0.01%	221
2020 Q2	$48K	Hold	1,072	–	–	0.01%	228
2020 Q1	$38K	Buy	1,072 +21	+2%	+$848	0.01%	214
2019 Q4	$44K	Hold	1,051	–	–	0.01%	241
2019 Q3	$39K	Buy	1,051 +1	+0.1%	+$39	0.01%	230
2019 Q2	$42K	Hold	1,050	–	–	0.01%	237
2019 Q1	$43K	Hold	1,050	–	–	0.01%	229
2018 Q4	$38K	Hold	1,050	–	–	0.01%	236
2018 Q3	$38K	Hold	1,050	–	–	0.01%	235
2018 Q2	$40K	Hold	1,050	–	–	0.01%	213
2018 Q1	$38K	Buy	+1,050	New	+$35.5K	0.01%	220

Other funds holding HACK

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WFI

West Family Investments Carlsbad, California $345M AUM 46.29% 1-Year Est. Return

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

Baystate Wealth Management held its Amplify Cybersecurity ETF (HACK) position steady in Q4 2023 at 1,079 shares worth $65.2K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Baystate Wealth Management first reported a position in HACK in Q1 2018 and has held it in 24 quarters since. The position peaked at $66K in Q4 2021. 257 funds tracked by Wall St. Rank hold HACK as of Q4 2023.

Baystate Wealth Management held 1,079 shares of Amplify Cybersecurity ETF worth $65.2K as of Q4 2023.
Baystate Wealth Management left its Amplify Cybersecurity ETF share count unchanged in Q4 2023.
Amplify Cybersecurity ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #339 holding.
Baystate Wealth Management first reported a position in Amplify Cybersecurity ETF in Q1 2018 and has held it in 24 quarters since.
Baystate Wealth Management's Amplify Cybersecurity ETF position peaked at $66K in Q4 2021.
257 funds tracked by Wall St. Rank held Amplify Cybersecurity ETF as of Q4 2023.

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