BWM
IMA

Baystate Wealth Management’s ImageneBio Inc IMA Stock Holding History

Baystate Wealth Management’s Portfolio IMA Stock Details IMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$5.91K Hold
250
– – ﹤0.01% 849
2023
Q3 		$13K Hold
250
– – ﹤0.01% 535
2023
Q2 		$19.7K Hold
250
– – ﹤0.01% 464
2023
Q1 		$10.3K Hold
250
– – ﹤0.01% 563
2022
Q4 		$8K Hold
250
– – ﹤0.01% 618
2022
Q3 		$11K Hold
250
– – ﹤0.01% 523
2022
Q2 		$13K Hold
250
– – ﹤0.01% 519
2022
Q1 		$18K Hold
250
– – ﹤0.01% 485
2021
Q4 		$38K Buy
+250
New +$40.5K ﹤0.01% 359

Other funds holding IMA

AVLSA
Atlas Venture Life Science Advisors Cambridge, Massachusetts $790M AUM 223.66% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
OFM
Omega Fund Management Boston, Massachusetts $163M AUM 107.06% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return

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

Baystate Wealth Management held its ImageneBio Inc (IMA) position steady in Q4 2023 at 250 shares worth $5.91K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

Baystate Wealth Management first reported a position in IMA in Q4 2021 and has held it in 9 quarters since. The position peaked at $38K in Q4 2021. 54 funds tracked by Wall St. Rank hold IMA as of Q4 2023.

  • Baystate Wealth Management held 250 shares of ImageneBio Inc worth $5.91K as of Q4 2023.
  • Baystate Wealth Management left its ImageneBio Inc share count unchanged in Q4 2023.
  • ImageneBio Inc made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #849 holding.
  • Baystate Wealth Management first reported a position in ImageneBio Inc in Q4 2021 and has held it in 9 quarters since.
  • Baystate Wealth Management's ImageneBio Inc position peaked at $38K in Q4 2021.
  • 54 funds tracked by Wall St. Rank held ImageneBio Inc as of Q4 2023.

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