Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
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Research analysts, their latest ratings and performance metrics
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Research analyst firms, their latest ratings and performance metrics
WSR Indexes
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Stock index based on fund manager activity updated each quarter
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BWM
Baystate Wealth Management’s
Nuveen S&P 500 Buy-Write Income Fund
BXMX
Stock Holding History
Baystate Wealth Management’s Portfolio
BXMX Stock Details
BXMX Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Shares
Change %
Capital Flow
Portfolio Weight
Portfolio Position
2023
Q4
$6.53K
Buy
+509
New
+$6.53K
﹤0.01%
820
2018
Q4
–
Sell
-126
Closed
-$2K
–
684
2018
Q3
$2K
Buy
126
+2
+
2
%
+$32
﹤0.01%
510
2018
Q2
$2K
Buy
124
+2
+
2
%
+$32
﹤0.01%
529
2018
Q1
$2K
Buy
+122
New
+$2K
﹤0.01%
492
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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