Baystate Wealth Management’s Marvell Technology MRVL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$12.4K	Buy	205 +102	+99%	+$5.51K	﹤0.01%	680
2023 Q3	$5.63K	Hold	103	–	–	﹤0.01%	671
2023 Q2	$6.21K	Hold	103	–	–	﹤0.01%	661
2023 Q1	$4.49K	Sell	103 -100	-49%	-$4.21K	﹤0.01%	707
2022 Q4	$8K	Sell	203 -263	-56%	-$10.7K	﹤0.01%	622
2022 Q3	$20K	Hold	466	–	–	﹤0.01%	430
2022 Q2	$20K	Sell	466 -136	-23%	-$7.71K	﹤0.01%	454
2022 Q1	$43K	Buy	602 +1	+0.2%	+$72	﹤0.01%	345
2021 Q4	$53K	Buy	601 +100	+20%	+$7.47K	﹤0.01%	311
2021 Q3	$30K	Buy	501 +137	+38%	+$8.21K	﹤0.01%	358
2021 Q2	$21K	Buy	364 +289	+385%	+$14.1K	﹤0.01%	393
2021 Q1	$4K	Buy	75 +4	+6%	+$196	﹤0.01%	532
2020 Q4	$3K	Sell	71 -1	-1%	-$43	﹤0.01%	537
2020 Q3	$3K	Buy	72 +1	+1%	+$37	﹤0.01%	500
2020 Q2	$3K	Hold	71	–	–	﹤0.01%	507
2020 Q1	$2K	Hold	71	–	–	﹤0.01%	503
2019 Q4	$2K	Hold	71	–	–	﹤0.01%	532
2019 Q3	$2K	Buy	71 +1	+1%	+$25	﹤0.01%	484
2019 Q2	$2K	Hold	70	–	–	﹤0.01%	499
2019 Q1	$2K	Hold	70	–	–	﹤0.01%	513
2018 Q4	$1K	Hold	70	–	–	﹤0.01%	602
2018 Q3	$1K	Hold	70	–	–	﹤0.01%	613
2018 Q2	$2K	Sell	70 -10	-13%	-$213	﹤0.01%	551
2018 Q1	$2K	Buy	80 +10	+14%	+$229	﹤0.01%	513
2017 Q4	$2K	Hold	70	–	–	﹤0.01%	512
2017 Q3	$1K	Hold	70	–	–	﹤0.01%	571
2017 Q2	$1K	Hold	70	–	–	﹤0.01%	597
2017 Q1	$1K	Buy	+70	New	+$1.08K	﹤0.01%	563

Other funds holding MRVL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Baystate Wealth Management increased its Marvell Technology (MRVL) stake by 99% in Q4 2023, buying an estimated $5.51K and bringing the position to 205 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Baystate Wealth Management first reported a position in MRVL in Q1 2017 and has held it in 28 quarters since. The position peaked at $53K in Q4 2021. 982 funds tracked by Wall St. Rank hold MRVL as of Q4 2023.

Baystate Wealth Management held 205 shares of Marvell Technology worth $12.4K as of Q4 2023.
Baystate Wealth Management bought 102 Marvell Technology shares in Q4 2023, an estimated $5.51K.
Marvell Technology made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #680 holding.
Baystate Wealth Management first reported a position in Marvell Technology in Q1 2017 and has held it in 28 quarters since.
Baystate Wealth Management's Marvell Technology position peaked at $53K in Q4 2021.
982 funds tracked by Wall St. Rank held Marvell Technology as of Q4 2023.

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