Baystate Wealth Management’s Harvard Bioscience HBIO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$5.35K	Buy	+100	New	+$4.51K	﹤0.01%	872

Other funds holding HBIO

272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return

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

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

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

Baystate Wealth Management opened a new position in Harvard Bioscience (HBIO) in Q4 2023: 100 shares worth $5.35K. The stake represents ﹤0.01% of the portfolio and ranks #872 among its holdings.

93 funds tracked by Wall St. Rank hold HBIO as of Q4 2023.

Baystate Wealth Management held 100 shares of Harvard Bioscience worth $5.35K as of Q4 2023.
Harvard Bioscience was a new Baystate Wealth Management position in Q4 2023.
Harvard Bioscience made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #872 holding.
93 funds tracked by Wall St. Rank held Harvard Bioscience as of Q4 2023.

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