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Baystate Wealth Management’s Caledonia Mining Corp CMCL Stock Holding History

Baystate Wealth Management’s Portfolio CMCL Stock Details CMCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$284 Hold
23
– – ﹤0.01% 1245
2023
Q3 		$227 Buy
23
+1
+5% +$11 ﹤0.01% 979
2023
Q2 		$264 Hold
22
– – ﹤0.01% 998
2023
Q1 		$342 Hold
22
– – ﹤0.01% 989
2022
Q4 		$0 Hold
22
– – ﹤0.01% 943
2022
Q3 		$0 Buy
+22
New +$225 ﹤0.01% 891

Other funds holding CMCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.86B AUM 130.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Baystate Wealth Management held its Caledonia Mining Corp (CMCL) position steady in Q4 2023 at 23 shares worth $284. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

Baystate Wealth Management first reported a position in CMCL in Q3 2022 and has held it in 6 quarters since. The position peaked at $342 in Q1 2023. 61 funds tracked by Wall St. Rank hold CMCL as of Q4 2023.

  • Baystate Wealth Management held 23 shares of Caledonia Mining Corp worth $284 as of Q4 2023.
  • Baystate Wealth Management left its Caledonia Mining Corp share count unchanged in Q4 2023.
  • Caledonia Mining Corp made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1245 holding.
  • Baystate Wealth Management first reported a position in Caledonia Mining Corp in Q3 2022 and has held it in 6 quarters since.
  • Baystate Wealth Management's Caledonia Mining Corp position peaked at $342 in Q1 2023.
  • 61 funds tracked by Wall St. Rank held Caledonia Mining Corp as of Q4 2023.

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