Baystate Wealth Management’s Loews L Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-10	Closed	-$1K	–	933
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	774
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	743
2021 Q1	$1K	Hold	10	–	–	﹤0.01%	672
2020 Q4	$0	Hold	10	–	–	﹤0.01%	718
2020 Q3	$0	Hold	10	–	–	﹤0.01%	696
2020 Q2	$0	Hold	10	–	–	﹤0.01%	699
2020 Q1	$0	Sell	10 -358	-97%	-$16.9K	﹤0.01%	646
2019 Q4	$19K	Hold	368	–	–	﹤0.01%	327
2019 Q3	$19K	Hold	368	–	–	﹤0.01%	298
2019 Q2	$20K	Sell	368 -300	-45%	-$15.4K	﹤0.01%	304
2019 Q1	$33K	Hold	668	–	–	﹤0.01%	257
2018 Q4	$32K	Hold	668	–	–	﹤0.01%	257
2018 Q3	$33K	Hold	668	–	–	0.01%	243
2018 Q2	$33K	Buy	668 +330	+98%	+$16.6K	﹤0.01%	240
2018 Q1	$34K	Sell	338 -330	-49%	-$16.7K	0.01%	230
2017 Q4	$35K	Hold	668	–	–	0.01%	237
2017 Q3	$32K	Hold	668	–	–	0.01%	229
2017 Q2	$31K	Hold	668	–	–	0.01%	222
2017 Q1	$31K	Buy	668 +10	+2%	+$467	0.01%	223
2016 Q4	$31K	Buy	+658	New	+$28.9K	0.01%	188

Other funds holding L

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management

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

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return