Baystate Wealth Management’s NCR Atleos NATL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$3.18K	Buy	+131	New	+$3K	﹤0.01%	978

Other funds holding NATL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Baystate Wealth Management opened a new position in NCR Atleos (NATL) in Q4 2023: 131 shares worth $3.18K. The stake represents ﹤0.01% of the portfolio and ranks #978 among its holdings.

283 funds tracked by Wall St. Rank hold NATL as of Q4 2023.

Baystate Wealth Management held 131 shares of NCR Atleos worth $3.18K as of Q4 2023.
NCR Atleos was a new Baystate Wealth Management position in Q4 2023.
NCR Atleos made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #978 holding.
283 funds tracked by Wall St. Rank held NCR Atleos as of Q4 2023.

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