Baystate Wealth Management’s DraftKings DKNG Stock Holding History

Baystate Wealth Management’s Portfolio DKNG Stock Details DKNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$107K	Buy	3,047 +463	+18%	+$15.5K	0.01%	269
2023 Q3	$76.1K	Sell	2,584 -1,627	-39%	-$48.1K	0.01%	279
2023 Q2	$112K	Buy	4,211 +300	+8%	+$6.91K	0.01%	244
2023 Q1	$75.7K	Buy	3,911 +617	+19%	+$10.3K	0.01%	284
2022 Q4	$38K	Buy	3,294 +2,294	+229%	+$31.9K	﹤0.01%	371
2022 Q3	$15K	Hold	1,000	–	–	﹤0.01%	471
2022 Q2	$12K	Sell	1,000 -26,327	-96%	-$371K	﹤0.01%	528
2022 Q1	$532K	Hold	27,327	–	–	0.05%	112
2021 Q4	$751K	Buy	+27,327	New	+$1.07M	0.07%	94
2020 Q3	–	Sell	-369	Closed	-$12K	–	659
2020 Q2	$12K	Buy	+369	New	+$10.2K	﹤0.01%	360

Other funds holding DKNG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Baystate Wealth Management increased its DraftKings (DKNG) stake by 18% in Q4 2023, buying an estimated $15.5K and bringing the position to 3,047 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #269.

Baystate Wealth Management first reported a position in DKNG in Q2 2020 and has held it in 10 quarters since. The position peaked at $751K in Q4 2021. 754 funds tracked by Wall St. Rank hold DKNG as of Q4 2023.

Baystate Wealth Management held 3,047 shares of DraftKings worth $107K as of Q4 2023.
Baystate Wealth Management bought 463 DraftKings shares in Q4 2023, an estimated $15.5K.
DraftKings made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #269 holding.
Baystate Wealth Management first reported a position in DraftKings in Q2 2020 and has held it in 10 quarters since.
Baystate Wealth Management's DraftKings position peaked at $751K in Q4 2021.
754 funds tracked by Wall St. Rank held DraftKings as of Q4 2023.

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