BWM
GOGL

Baystate Wealth Management’s Golden Ocean Group GOGL Stock Holding History

Baystate Wealth Management’s Portfolio GOGL Stock Details GOGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$13.6K Buy
1,394
+505
+57% +$4.21K ﹤0.01% 659
2023
Q3 		$7K Hold
889
– – ﹤0.01% 643
2023
Q2 		$6.71K Hold
889
– – ﹤0.01% 644
2023
Q1 		$8.46K Hold
889
– – ﹤0.01% 589
2022
Q4 		$8K Hold
889
– – ﹤0.01% 617
2022
Q3 		$7K Hold
889
– – ﹤0.01% 604
2022
Q2 		$10K Buy
+889
New +$11.9K ﹤0.01% 553

Other funds holding GOGL

F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Baystate Wealth Management increased its Golden Ocean Group (GOGL) stake by 57% in Q4 2023, buying an estimated $4.21K and bringing the position to 1,394 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Baystate Wealth Management first reported a position in GOGL in Q2 2022 and has held it in 7 quarters since. 156 funds tracked by Wall St. Rank hold GOGL as of Q4 2023.

  • Baystate Wealth Management held 1,394 shares of Golden Ocean Group worth $13.6K as of Q4 2023.
  • Baystate Wealth Management bought 505 Golden Ocean Group shares in Q4 2023, an estimated $4.21K.
  • Golden Ocean Group made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #659 holding.
  • Baystate Wealth Management first reported a position in Golden Ocean Group in Q2 2022 and has held it in 7 quarters since.
  • 156 funds tracked by Wall St. Rank held Golden Ocean Group as of Q4 2023.

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