Baystate Wealth Management’s Insteel Industries IIIN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$19K	Buy	497 +31	+7%	+$1.02K	﹤0.01%	568
2023 Q3	$15.1K	Hold	466	–	–	﹤0.01%	511
2023 Q2	$14.5K	Sell	466 -1,493	-76%	-$44.2K	﹤0.01%	505
2023 Q1	$54.5K	Buy	1,959 +246	+14%	+$7.15K	﹤0.01%	323
2022 Q4	$47K	Buy	1,713 +320	+23%	+$8.77K	﹤0.01%	336
2022 Q3	$37K	Buy	1,393 +171	+14%	+$5.3K	﹤0.01%	341
2022 Q2	$41K	Buy	1,222 +163	+15%	+$6.48K	﹤0.01%	342
2022 Q1	$39K	Buy	1,059 +398	+60%	+$15.4K	﹤0.01%	358
2021 Q4	$26K	Buy	+661	New	+$26.8K	﹤0.01%	428

Other funds holding IIIN

BlackRock New York $5.72T AUM 30.48% 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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return

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

Baystate Wealth Management increased its Insteel Industries (IIIN) stake by 6.7% in Q4 2023, buying an estimated $1.02K and bringing the position to 497 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Baystate Wealth Management first reported a position in IIIN in Q4 2021 and has held it in 9 quarters since. The position peaked at $54.5K in Q1 2023. 149 funds tracked by Wall St. Rank hold IIIN as of Q4 2023.

Baystate Wealth Management held 497 shares of Insteel Industries worth $19K as of Q4 2023.
Baystate Wealth Management bought 31 Insteel Industries shares in Q4 2023, an estimated $1.02K.
Insteel Industries made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #568 holding.
Baystate Wealth Management first reported a position in Insteel Industries in Q4 2021 and has held it in 9 quarters since.
Baystate Wealth Management's Insteel Industries position peaked at $54.5K in Q1 2023.
149 funds tracked by Wall St. Rank held Insteel Industries as of Q4 2023.

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