Baystate Wealth Management’s Brunswick BC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$121	Buy	+1	New	+$79	﹤0.01%	1287

Other funds holding BC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

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

Baystate Wealth Management opened a new position in Brunswick (BC) in Q4 2023: 1 share worth $121. The stake represents ﹤0.01% of the portfolio and ranks #1287 among its holdings.

386 funds tracked by Wall St. Rank hold BC as of Q4 2023.

Baystate Wealth Management held 1 share of Brunswick worth $121 as of Q4 2023.
Brunswick was a new Baystate Wealth Management position in Q4 2023.
Brunswick made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1287 holding.
386 funds tracked by Wall St. Rank held Brunswick as of Q4 2023.

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