BWM
LTC

Baystate Wealth Management’s LTC Properties LTC Stock Holding History

Baystate Wealth Management’s Portfolio LTC Stock Details LTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$22.7K Buy
+708
New +$22.9K ﹤0.01% 530

Other funds holding LTC

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Baystate Wealth Management opened a new position in LTC Properties (LTC) in Q4 2023: 708 shares worth $22.7K. The stake represents ﹤0.01% of the portfolio and ranks #530 among its holdings.

217 funds tracked by Wall St. Rank hold LTC as of Q4 2023.

  • Baystate Wealth Management held 708 shares of LTC Properties worth $22.7K as of Q4 2023.
  • LTC Properties was a new Baystate Wealth Management position in Q4 2023.
  • LTC Properties made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #530 holding.
  • 217 funds tracked by Wall St. Rank held LTC Properties as of Q4 2023.

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