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Baystate Wealth Management’s Healthcare Services Group HCSG Stock Holding History

Baystate Wealth Management’s Portfolio HCSG Stock Details HCSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-8
Closed – – 820
2021
Q1 		$0 Buy
+8
New +$242 ﹤0.01% 762

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WHG
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Baystate Wealth Management's HCSG Position: Q2 2021 in Review

Baystate Wealth Management sold out of Healthcare Services Group (HCSG) in Q2 2021, closing a stake of 8 shares.

Baystate Wealth Management first reported a position in HCSG in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 259 funds tracked by Wall St. Rank hold HCSG as of Q2 2021.

  • Baystate Wealth Management reported no remaining Healthcare Services Group position as of Q2 2021 after selling out during the quarter.
  • Baystate Wealth Management sold 8 Healthcare Services Group shares in Q2 2021.
  • Baystate Wealth Management first reported a position in Healthcare Services Group in Q1 2021 and held it in 1 quarter.
  • Baystate Wealth Management's Healthcare Services Group position peaked at $0 in Q1 2021.
  • 259 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2021.

Based on Baystate Wealth Management's 13F filing for Q2 2021, filed 26 Jul 2021.