BWM
OIL

Baystate Wealth Management’s iPath Pure Beta Crude Oil ETN OIL Stock Holding History

Baystate Wealth Management’s Portfolio OIL Stock Details OIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,000
Closed -$31K – 1089
2022
Q4 		$31K Hold
1,000
– – ﹤0.01% 405
2022
Q3 		$28K Hold
1,000
– – ﹤0.01% 388
2022
Q2 		$34K Buy
+1,000
New +$34.8K ﹤0.01% 372

Other funds holding OIL

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Baystate Wealth Management's OIL Position: Q1 2023 in Review

Baystate Wealth Management sold out of iPath Pure Beta Crude Oil ETN (OIL) in Q1 2023, closing a stake of 1,000 shares — an estimated $31K sold.

Baystate Wealth Management first reported a position in OIL in Q2 2022 and held it in 3 quarters. The position peaked at $34K in Q2 2022. 13 funds tracked by Wall St. Rank hold OIL as of Q1 2023.

  • Baystate Wealth Management reported no remaining iPath Pure Beta Crude Oil ETN position as of Q1 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 1,000 iPath Pure Beta Crude Oil ETN shares in Q1 2023, an estimated $31K.
  • Baystate Wealth Management first reported a position in iPath Pure Beta Crude Oil ETN in Q2 2022 and held it in 3 quarters.
  • Baystate Wealth Management's iPath Pure Beta Crude Oil ETN position peaked at $34K in Q2 2022.
  • 13 funds tracked by Wall St. Rank held iPath Pure Beta Crude Oil ETN as of Q1 2023.

Based on Baystate Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.