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Baystate Wealth Management’s Ring Energy REI Stock Holding History

Baystate Wealth Management’s Portfolio REI Stock Details REI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$730 Buy
+500
New +$823 ﹤0.01% 1176

Other funds holding REI

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

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

Baystate Wealth Management opened a new position in Ring Energy (REI) in Q4 2023: 500 shares worth $730. The stake represents ﹤0.01% of the portfolio and ranks #1176 among its holdings.

137 funds tracked by Wall St. Rank hold REI as of Q4 2023.

  • Baystate Wealth Management held 500 shares of Ring Energy worth $730 as of Q4 2023.
  • Ring Energy was a new Baystate Wealth Management position in Q4 2023.
  • Ring Energy made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1176 holding.
  • 137 funds tracked by Wall St. Rank held Ring Energy as of Q4 2023.

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