BWM
JOBY icon

Baystate Wealth Management’s Joby Aviation JOBY Stock Holding History

Baystate Wealth Management’s Portfolio JOBY Stock Details JOBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$2K Hold
300
– – ﹤0.01% 1060
2023
Q3 		$1.94K Buy
+300
New +$2.37K ﹤0.01% 805

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $2.44B AUM 10.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
8GI
8VC GP I Austin, Texas $39.6M AUM 36.39% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Baystate Wealth Management held its Joby Aviation (JOBY) position steady in Q4 2023 at 300 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

Baystate Wealth Management first reported a position in JOBY in Q3 2023 and has held it in 2 quarters since. 246 funds tracked by Wall St. Rank hold JOBY as of Q4 2023.

  • Baystate Wealth Management held 300 shares of Joby Aviation worth $2K as of Q4 2023.
  • Baystate Wealth Management left its Joby Aviation share count unchanged in Q4 2023.
  • Joby Aviation made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1060 holding.
  • Baystate Wealth Management first reported a position in Joby Aviation in Q3 2023 and has held it in 2 quarters since.
  • 246 funds tracked by Wall St. Rank held Joby Aviation as of Q4 2023.

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