Baystate Wealth Management’s Agilent Technologies A Stock Holding History

Baystate Wealth Management’s Portfolio A Stock Details A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$35.9K	Buy	257 +133	+107%	+$15.8K	﹤0.01%	436
2023 Q3	$13.9K	Hold	124	–	–	﹤0.01%	521
2023 Q2	$15K	Hold	124	–	–	﹤0.01%	499
2023 Q1	$17.2K	Hold	124	–	–	﹤0.01%	479
2022 Q4	$19K	Buy	124 +1	+0.8%	+$143	﹤0.01%	466
2022 Q3	$15K	Hold	123	–	–	﹤0.01%	470
2022 Q2	$15K	Hold	123	–	–	﹤0.01%	495
2022 Q1	$16K	Hold	123	–	–	﹤0.01%	499
2021 Q4	$20K	Hold	123	–	–	﹤0.01%	468
2021 Q3	$19K	Buy	123 +1	+0.8%	+$162	﹤0.01%	431
2021 Q2	$18K	Hold	122	–	–	﹤0.01%	422
2021 Q1	$16K	Hold	122	–	–	﹤0.01%	411
2020 Q4	$15K	Hold	122	–	–	﹤0.01%	382
2020 Q3	$12K	Hold	122	–	–	﹤0.01%	371
2020 Q2	$11K	Hold	122	–	–	﹤0.01%	371
2020 Q1	$9K	Hold	122	–	–	﹤0.01%	371
2019 Q4	$10K	Sell	122 -10	-8%	-$787	﹤0.01%	395
2019 Q3	$10K	Hold	132	–	–	﹤0.01%	358
2019 Q2	$10K	Sell	132 -271	-67%	-$20.1K	﹤0.01%	369
2019 Q1	$31K	Buy	403 +62	+18%	+$4.71K	﹤0.01%	266
2018 Q4	$25K	Buy	341 +1	+0.3%	+$67	﹤0.01%	283
2018 Q3	$23K	Hold	340	–	–	﹤0.01%	288
2018 Q2	$21K	Buy	340 +70	+26%	+$4.57K	﹤0.01%	278
2018 Q1	$18K	Buy	270 +10	+4%	+$701	﹤0.01%	294
2017 Q4	$19K	Hold	260	–	–	﹤0.01%	301
2017 Q3	$17K	Hold	260	–	–	﹤0.01%	295
2017 Q2	$16K	Hold	260	–	–	﹤0.01%	297
2017 Q1	$14K	Sell	260 -150	-37%	-$7.57K	﹤0.01%	297
2016 Q4	$19K	Buy	+410	New	+$18.6K	﹤0.01%	232

Other funds holding A

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Baystate Wealth Management increased its Agilent Technologies (A) stake by 107% in Q4 2023, buying an estimated $15.8K and bringing the position to 257 shares worth $35.9K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Baystate Wealth Management first reported a position in A in Q4 2016 and has held it in 29 quarters since. 1,005 funds tracked by Wall St. Rank hold A as of Q4 2023.

Baystate Wealth Management held 257 shares of Agilent Technologies worth $35.9K as of Q4 2023.
Baystate Wealth Management bought 133 Agilent Technologies shares in Q4 2023, an estimated $15.8K.
Agilent Technologies made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #436 holding.
Baystate Wealth Management first reported a position in Agilent Technologies in Q4 2016 and has held it in 29 quarters since.
1,005 funds tracked by Wall St. Rank held Agilent Technologies as of Q4 2023.

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