Baystate Wealth Management’s Enovix ENVX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$9.1K	Buy	831 +343	+70%	+$3.37K	﹤0.01%	745
2023 Q3	$5.36K	Sell	488 -229	-32%	-$3.27K	﹤0.01%	677
2023 Q2	$11.3K	Hold	717	–	–	﹤0.01%	548
2023 Q1	$9.35K	Hold	717	–	–	﹤0.01%	580
2022 Q4	$8K	Hold	717	–	–	﹤0.01%	612
2022 Q3	$11K	Hold	717	–	–	﹤0.01%	519
2022 Q2	$6K	Hold	717	–	–	﹤0.01%	640
2022 Q1	$9K	Buy	717 +75	+12%	+$1.05K	﹤0.01%	589
2021 Q4	$15K	Buy	642 +345	+116%	+$8.35K	﹤0.01%	506
2021 Q3	$5K	Buy	+297	New	+$4.47K	﹤0.01%	592

Other funds holding ENVX

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Baystate Wealth Management increased its Enovix (ENVX) stake by 70% in Q4 2023, buying an estimated $3.37K and bringing the position to 831 shares worth $9.1K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Baystate Wealth Management first reported a position in ENVX in Q3 2021 and has held it in 10 quarters since. The position peaked at $15K in Q4 2021. 286 funds tracked by Wall St. Rank hold ENVX as of Q4 2023.

Baystate Wealth Management held 831 shares of Enovix worth $9.1K as of Q4 2023.
Baystate Wealth Management bought 343 Enovix shares in Q4 2023, an estimated $3.37K.
Enovix made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #745 holding.
Baystate Wealth Management first reported a position in Enovix in Q3 2021 and has held it in 10 quarters since.
Baystate Wealth Management's Enovix position peaked at $15K in Q4 2021.
286 funds tracked by Wall St. Rank held Enovix as of Q4 2023.

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