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Bartlett & Co Wealth Management’s Boyd Gaming BYD Stock Holding History

Bartlett & Co Wealth Management’s Portfolio BYD Stock Details BYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-16
Closed -$984 – 958
2021
Q2 		$984 Hold
16
– – ﹤0.01% 957
2021
Q1 		$943 Hold
16
– – ﹤0.01% 982
2020
Q4 		$687 Buy
+16
New +$588 ﹤0.01% 1108

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ZCA
Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Bartlett & Co Wealth Management's BYD Position: Q3 2021 in Review

Bartlett & Co Wealth Management sold out of Boyd Gaming (BYD) in Q3 2021, closing a stake of 16 shares — an estimated $984 sold.

Bartlett & Co Wealth Management first reported a position in BYD in Q4 2020 and held it in 3 quarters. The position peaked at $984 in Q2 2021. 321 funds tracked by Wall St. Rank hold BYD as of Q3 2021.

  • Bartlett & Co Wealth Management reported no remaining Boyd Gaming position as of Q3 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 16 Boyd Gaming shares in Q3 2021, an estimated $984.
  • Bartlett & Co Wealth Management first reported a position in Boyd Gaming in Q4 2020 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's Boyd Gaming position peaked at $984 in Q2 2021.
  • 321 funds tracked by Wall St. Rank held Boyd Gaming as of Q3 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2021, filed 14 Feb 2024.