BWM
PSR icon

Baystate Wealth Management’s Invesco Active US Real Estate Fund PSR Stock Holding History

Baystate Wealth Management’s Portfolio PSR Stock Details PSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-32
Closed -$2.9K – 1067
2022
Q4 		$3K Buy
32
+1
+3% +$87 ﹤0.01% 753
2022
Q3 		$3K Hold
31
– – ﹤0.01% 708
2022
Q2 		$3K Hold
31
– – ﹤0.01% 728
2022
Q1 		$4K Hold
31
– – ﹤0.01% 689
2021
Q4 		$4K Buy
+31
New +$3.45K ﹤0.01% 685
2013
Q3 		– Sell
-123
Closed -$7K – 184
2013
Q2 		$7K Buy
+123
New +$7.73K ﹤0.01% 213

Other funds holding PSR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Baystate Wealth Management sold out of Invesco Active US Real Estate Fund (PSR) in Q1 2023, closing a stake of 32 shares — an estimated $2.9K sold.

Baystate Wealth Management first reported a position in PSR in Q2 2013 and held it in 6 quarters. The position peaked at $7K in Q2 2013. 69 funds tracked by Wall St. Rank hold PSR as of Q1 2023.

  • Baystate Wealth Management reported no remaining Invesco Active US Real Estate Fund position as of Q1 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 32 Invesco Active US Real Estate Fund shares in Q1 2023, an estimated $2.9K.
  • Baystate Wealth Management first reported a position in Invesco Active US Real Estate Fund in Q2 2013 and held it in 6 quarters.
  • Baystate Wealth Management's Invesco Active US Real Estate Fund position peaked at $7K in Q2 2013.
  • 69 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2023.

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