Boston Standard Wealth Management
Latest statistics and disclosures from Boston Standard Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, SPTM, SPAB, SPDW, IAGG, and represent 66.81% of Boston Standard Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VTI (+$42M), IAGG, SPAB, SPTS, SPDW, REET, MUB, BIL, VNQ, DSI.
- Started 1 new stock positions in VNQ.
- Reduced shares in these 10 stocks: SPTM (-$42M), SPSM, VT, SPEM, GWX, AOR, AOA, MSFT, Civeo, SHM.
- Sold out of its positions in Civeo, VT.
- Boston Standard Wealth Management was a net buyer of stock by $6.2M.
- Boston Standard Wealth Management has $269M in assets under management (AUM), dropping by 13.21%.
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Portfolio Holdings for Boston Standard Wealth Management
Companies in the Boston Standard Wealth Management portfolio as of the December 2020 quarterly 13F filing
Past Filings by Boston Standard Wealth Management
SEC 13F filings are viewable for Boston Standard Wealth Management going back to 2014
- Boston Standard Wealth Management 2020 Q4 filed Jan. 12, 2021
- Boston Standard Wealth Management 2020 Q3 filed Oct. 20, 2020
- Boston Standard Wealth Management 2020 Q2 filed July 6, 2020
- Boston Standard Wealth Management 2020 Q1 filed April 13, 2020
- Boston Standard Wealth Management 2019 Q4 filed Jan. 6, 2020
- Boston Standard Wealth Management 2019 Q3 filed Oct. 8, 2019
- Boston Standard Wealth Management 2019 Q2 filed July 9, 2019
- Boston Standard Wealth Management 2019 Q1 filed April 11, 2019
- Boston Standard Wealth Management 2018 Q4 filed Jan. 10, 2019
- Boston Standard Wealth Management 2018 Q3 filed Oct. 3, 2018
- Boston Standard Wealth Management 2018 Q1 restated filed April 10, 2018
- Boston Standard Wealth Management 2018 Q1 filed April 9, 2018
- Boston Standard Wealth Management 2017 Q4 filed Jan. 9, 2018
- Boston Standard Wealth Management 2017 Q3 filed Oct. 12, 2017
- Boston Standard Wealth Management 2017 Q2 filed July 7, 2017
- Boston Standard Wealth Management 2017 Q1 filed April 6, 2017