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Baystate Wealth Management’s Evolution Petroleum EPM Stock Holding History

Baystate Wealth Management’s Portfolio EPM Stock Details EPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-669
Closed -$4.23K – 1060
2023
Q1 		$4.23K Buy
669
+12
+2% +$77 ﹤0.01% 715
2022
Q4 		$5K Buy
+657
New +$4.94K ﹤0.01% 684

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Baystate Wealth Management's EPM Position: Q2 2023 in Review

Baystate Wealth Management sold out of Evolution Petroleum (EPM) in Q2 2023, closing a stake of 669 shares — an estimated $4.23K sold.

Baystate Wealth Management first reported a position in EPM in Q4 2022 and held it in 2 quarters. The position peaked at $5K in Q4 2022. 113 funds tracked by Wall St. Rank hold EPM as of Q2 2023.

  • Baystate Wealth Management reported no remaining Evolution Petroleum position as of Q2 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 669 Evolution Petroleum shares in Q2 2023, an estimated $4.23K.
  • Baystate Wealth Management first reported a position in Evolution Petroleum in Q4 2022 and held it in 2 quarters.
  • Baystate Wealth Management's Evolution Petroleum position peaked at $5K in Q4 2022.
  • 113 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2023.

Based on Baystate Wealth Management's 13F filing for Q2 2023, filed 2 Aug 2023.