BWM
IAE

Baystate Wealth Management’s Voya Asia Pacific High Dividend Equity Income Fund IAE Stock Holding History

Baystate Wealth Management’s Portfolio IAE Stock Details IAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$3K Buy
+500
New +$2.85K ﹤0.01% 995

Other funds holding IAE

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Baystate Wealth Management opened a new position in Voya Asia Pacific High Dividend Equity Income Fund (IAE) in Q4 2023: 500 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #995 among its holdings.

26 funds tracked by Wall St. Rank hold IAE as of Q4 2023.

  • Baystate Wealth Management held 500 shares of Voya Asia Pacific High Dividend Equity Income Fund worth $3K as of Q4 2023.
  • Voya Asia Pacific High Dividend Equity Income Fund was a new Baystate Wealth Management position in Q4 2023.
  • Voya Asia Pacific High Dividend Equity Income Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #995 holding.
  • 26 funds tracked by Wall St. Rank held Voya Asia Pacific High Dividend Equity Income Fund as of Q4 2023.

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