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Baystate Wealth Management’s Global X Hydrogen ETF HYDR Stock Holding History

Baystate Wealth Management’s Portfolio HYDR Stock Details HYDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-238
Closed -$8.79K – 1331
2023
Q3 		$8.79K Hold
238
– – ﹤0.01% 604
2023
Q2 		$10.9K Buy
238
+67
+39% +$3.19K ﹤0.01% 552
2023
Q1 		$9.35K Hold
171
– – ﹤0.01% 579
2022
Q4 		$9K Buy
+171
New +$9.74K ﹤0.01% 590

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Vontobel Holding
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

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

Baystate Wealth Management sold out of Global X Hydrogen ETF (HYDR) in Q4 2023, closing a stake of 238 shares — an estimated $8.79K sold.

Baystate Wealth Management first reported a position in HYDR in Q4 2022 and held it in 4 quarters. The position peaked at $10.9K in Q2 2023. 14 funds tracked by Wall St. Rank hold HYDR as of Q4 2023.

  • Baystate Wealth Management reported no remaining Global X Hydrogen ETF position as of Q4 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 238 Global X Hydrogen ETF shares in Q4 2023, an estimated $8.79K.
  • Baystate Wealth Management first reported a position in Global X Hydrogen ETF in Q4 2022 and held it in 4 quarters.
  • Baystate Wealth Management's Global X Hydrogen ETF position peaked at $10.9K in Q2 2023.
  • 14 funds tracked by Wall St. Rank held Global X Hydrogen ETF as of Q4 2023.

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