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Baystate Wealth Management’s Fluor FLR Stock Holding History

Baystate Wealth Management’s Portfolio FLR Stock Details FLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$4.11K Hold
105
– – ﹤0.01% 931
2023
Q3 		$3.85K Buy
+105
New +$3.52K ﹤0.01% 716
2017
Q3 		– Sell
-10
Closed -$1K – 666
2017
Q2 		$1K Hold
10
– – ﹤0.01% 572
2017
Q1 		$1K Buy
+10
New +$545 ﹤0.01% 535

Other funds holding FLR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Baystate Wealth Management held its Fluor (FLR) position steady in Q4 2023 at 105 shares worth $4.11K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

Baystate Wealth Management first reported a position in FLR in Q1 2017 and has held it in 4 quarters since. 390 funds tracked by Wall St. Rank hold FLR as of Q4 2023.

  • Baystate Wealth Management held 105 shares of Fluor worth $4.11K as of Q4 2023.
  • Baystate Wealth Management left its Fluor share count unchanged in Q4 2023.
  • Fluor made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #931 holding.
  • Baystate Wealth Management first reported a position in Fluor in Q1 2017 and has held it in 4 quarters since.
  • 390 funds tracked by Wall St. Rank held Fluor as of Q4 2023.

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