Baystate Wealth Management’s MV Oil Trust MVO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$6.01K	Buy	+500	New	+$6.09K	﹤0.01%	845

Other funds holding MVO

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

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

Baystate Wealth Management opened a new position in MV Oil Trust (MVO) in Q4 2023: 500 shares worth $6.01K. The stake represents ﹤0.01% of the portfolio and ranks #845 among its holdings.

25 funds tracked by Wall St. Rank hold MVO as of Q4 2023.

Baystate Wealth Management held 500 shares of MV Oil Trust worth $6.01K as of Q4 2023.
MV Oil Trust was a new Baystate Wealth Management position in Q4 2023.
MV Oil Trust made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #845 holding.
25 funds tracked by Wall St. Rank held MV Oil Trust as of Q4 2023.

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