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Baystate Wealth Management’s Tiptree Inc TIPT Stock Holding History

Baystate Wealth Management’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$19K Buy
+1,004
New +$17.4K ﹤0.01% 569

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
BICM
Breach Inlet Capital Management Mt. Pleasant, South Carolina $305M AUM 7.94% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

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

Baystate Wealth Management opened a new position in Tiptree Inc (TIPT) in Q4 2023: 1,004 shares worth $19K. The stake represents ﹤0.01% of the portfolio and ranks #569 among its holdings.

98 funds tracked by Wall St. Rank hold TIPT as of Q4 2023.

  • Baystate Wealth Management held 1,004 shares of Tiptree Inc worth $19K as of Q4 2023.
  • Tiptree Inc was a new Baystate Wealth Management position in Q4 2023.
  • Tiptree Inc made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #569 holding.
  • 98 funds tracked by Wall St. Rank held Tiptree Inc as of Q4 2023.

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