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Baystate Wealth Management’s Camden National CAC Stock Holding History

Baystate Wealth Management’s Portfolio CAC Stock Details CAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-282
Closed -$12K – 940
2022
Q3 		$12K Buy
+282
New +$12.8K ﹤0.01% 505

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State Street
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Renaissance Technologies
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Baystate Wealth Management's CAC Position: Q4 2022 in Review

Baystate Wealth Management sold out of Camden National (CAC) in Q4 2022, closing a stake of 282 shares — an estimated $12K sold.

Baystate Wealth Management first reported a position in CAC in Q3 2022 and held it in 1 quarter. The position peaked at $12K in Q3 2022. 129 funds tracked by Wall St. Rank hold CAC as of Q4 2022.

  • Baystate Wealth Management reported no remaining Camden National position as of Q4 2022 after selling out during the quarter.
  • Baystate Wealth Management sold 282 Camden National shares in Q4 2022, an estimated $12K.
  • Baystate Wealth Management first reported a position in Camden National in Q3 2022 and held it in 1 quarter.
  • Baystate Wealth Management's Camden National position peaked at $12K in Q3 2022.
  • 129 funds tracked by Wall St. Rank held Camden National as of Q4 2022.

Based on Baystate Wealth Management's 13F filing for Q4 2022, filed 13 Jan 2023.