Baystate Wealth Management’s Forestar Group FOR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$231	Hold	7	–	–	﹤0.01%	1255
2023 Q3	$189	Buy	+7	New	+$193	﹤0.01%	984

Other funds holding FOR

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

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

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

Baystate Wealth Management held its Forestar Group (FOR) position steady in Q4 2023 at 7 shares worth $231. The position accounts for ﹤0.01% of the portfolio, ranked #1255.

Baystate Wealth Management first reported a position in FOR in Q3 2023 and has held it in 2 quarters since. 178 funds tracked by Wall St. Rank hold FOR as of Q4 2023.

Baystate Wealth Management held 7 shares of Forestar Group worth $231 as of Q4 2023.
Baystate Wealth Management left its Forestar Group share count unchanged in Q4 2023.
Forestar Group made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1255 holding.
Baystate Wealth Management first reported a position in Forestar Group in Q3 2023 and has held it in 2 quarters since.
178 funds tracked by Wall St. Rank held Forestar Group as of Q4 2023.

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