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Baystate Wealth Management’s FMC FMC Stock Holding History

Baystate Wealth Management’s Portfolio FMC Stock Details FMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$490K Buy
7,768
+65
+0.8% +$3.77K 0.04% 145
2023
Q3 		$516K Sell
7,703
-3,428
-31% -$297K 0.04% 130
2023
Q2 		$1.16M Sell
11,131
-5,319
-32% -$598K 0.1% 80
2023
Q1 		$2.01M Buy
16,450
+72
+0.4% +$9.06K 0.17% 54
2022
Q4 		$2.04M Buy
16,378
+73
+0.4% +$8.95K 0.19% 54
2022
Q3 		$1.72M Buy
16,305
+82
+0.5% +$8.85K 0.18% 51
2022
Q2 		$1.74M Buy
16,223
+133
+0.8% +$16.3K 0.17% 53
2022
Q1 		$2.12M Buy
16,090
+75
+0.5% +$8.82K 0.19% 45
2021
Q4 		$1.76M Buy
16,015
+82
+0.5% +$8.25K 0.16% 54
2021
Q3 		$1.46M Buy
15,933
+70
+0.4% +$6.91K 0.14% 51
2021
Q2 		$1.72M Buy
15,863
+67
+0.4% +$7.76K 0.17% 47
2021
Q1 		$1.75M Buy
15,796
+85
+0.5% +$9.42K 0.19% 40
2020
Q4 		$1.81M Buy
15,711
+15,460
+6,159% +$1.72M 0.21% 35
2020
Q3 		$27K Buy
251
+1
+0.4% +$107 ﹤0.01% 287
2020
Q2 		$25K Sell
250
-1
-0.4% -$92 ﹤0.01% 284
2020
Q1 		$21K Hold
251
– – ﹤0.01% 277
2019
Q4 		$25K Hold
251
– – ﹤0.01% 299
2019
Q3 		$22K Buy
251
+1
+0.4% +$86 ﹤0.01% 283
2019
Q2 		$21K Hold
250
– – ﹤0.01% 300
2019
Q1 		$20K Sell
250
-38
-13% -$2.79K ﹤0.01% 308
2018
Q4 		$20K Hold
288
– – ﹤0.01% 305
2018
Q3 		$21K Hold
288
– – ﹤0.01% 297
2018
Q2 		$22K Hold
288
– – ﹤0.01% 275
2018
Q1 		$20K Hold
288
– – ﹤0.01% 283
2017
Q4 		$22K Hold
288
– – ﹤0.01% 287
2017
Q3 		$23K Hold
288
– – ﹤0.01% 269
2017
Q2 		$19K Hold
288
– – ﹤0.01% 282
2017
Q1 		$18K Hold
288
– – ﹤0.01% 283
2016
Q4 		$15K Buy
+288
New +$13.2K ﹤0.01% 258

Other funds holding FMC

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Baystate Wealth Management increased its FMC (FMC) stake by 0.84% in Q4 2023, buying an estimated $3.77K and bringing the position to 7,768 shares worth $490K. The position accounts for 0.04% of the portfolio, ranked #145.

Baystate Wealth Management first reported a position in FMC in Q4 2016 and has held it in 29 quarters since. The position peaked at $2.12M in Q1 2022. 599 funds tracked by Wall St. Rank hold FMC as of Q4 2023.

  • Baystate Wealth Management held 7,768 shares of FMC worth $490K as of Q4 2023.
  • Baystate Wealth Management bought 65 FMC shares in Q4 2023, an estimated $3.77K.
  • FMC made up 0.04% of Baystate Wealth Management's portfolio in Q4 2023, its #145 holding.
  • Baystate Wealth Management first reported a position in FMC in Q4 2016 and has held it in 29 quarters since.
  • Baystate Wealth Management's FMC position peaked at $2.12M in Q1 2022.
  • 599 funds tracked by Wall St. Rank held FMC as of Q4 2023.

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