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Baystate Wealth Management’s Castle Biosciences CSTL Stock Holding History

Baystate Wealth Management’s Portfolio CSTL Stock Details CSTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-50
Closed -$686 – 1043
2023
Q2 		$686 Hold
50
– – ﹤0.01% 962
2023
Q1 		$1.14K Buy
+50
New +$1.22K ﹤0.01% 914

Other funds holding CSTL

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Baystate Wealth Management's CSTL Position: Q3 2023 in Review

Baystate Wealth Management sold out of Castle Biosciences (CSTL) in Q3 2023, closing a stake of 50 shares — an estimated $686 sold.

Baystate Wealth Management first reported a position in CSTL in Q1 2023 and held it in 2 quarters. The position peaked at $1.14K in Q1 2023. 135 funds tracked by Wall St. Rank hold CSTL as of Q3 2023.

  • Baystate Wealth Management reported no remaining Castle Biosciences position as of Q3 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 50 Castle Biosciences shares in Q3 2023, an estimated $686.
  • Baystate Wealth Management first reported a position in Castle Biosciences in Q1 2023 and held it in 2 quarters.
  • Baystate Wealth Management's Castle Biosciences position peaked at $1.14K in Q1 2023.
  • 135 funds tracked by Wall St. Rank held Castle Biosciences as of Q3 2023.

Based on Baystate Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.