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Baystate Wealth Management’s Camping World CWH Stock Holding History

Baystate Wealth Management’s Portfolio CWH Stock Details CWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$13.2K Buy
+502
New +$10.5K ﹤0.01% 664
2020
Q4 		– Sell
-500
Closed -$15K – 693
2020
Q3 		$15K Buy
+500
New +$16.3K ﹤0.01% 342

Other funds holding CWH

ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CPI
Crestview Partners II New York $235M AUM 38.67% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IP
Interval Partners New York $3.88B AUM 27.46% 1-Year Est. Return

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

Baystate Wealth Management opened a new position in Camping World (CWH) in Q4 2023: 502 shares worth $13.2K. The stake represents ﹤0.01% of the portfolio and ranks #664 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in CWH as recently as Q3 2020.

Baystate Wealth Management first reported a position in CWH in Q3 2020 and has held it in 2 quarters since. The position peaked at $15K in Q3 2020. 221 funds tracked by Wall St. Rank hold CWH as of Q4 2023.

  • Baystate Wealth Management held 502 shares of Camping World worth $13.2K as of Q4 2023.
  • Camping World was a new Baystate Wealth Management position in Q4 2023.
  • Camping World made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #664 holding.
  • Baystate Wealth Management first reported a position in Camping World in Q3 2020 and has held it in 2 quarters since.
  • Baystate Wealth Management's Camping World position peaked at $15K in Q3 2020.
  • 221 funds tracked by Wall St. Rank held Camping World as of Q4 2023.

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