Baystate Wealth Management’s Microvision MVIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$1.33K	Hold	500	–	–	﹤0.01%	1121
2023 Q3	$1.09K	Hold	500	–	–	﹤0.01%	881
2023 Q2	$2.29K	Hold	500	–	–	﹤0.01%	824
2023 Q1	$1.33K	Hold	500	–	–	﹤0.01%	899
2022 Q4	$1K	Hold	500	–	–	﹤0.01%	882
2022 Q3	$2K	Hold	500	–	–	﹤0.01%	759
2022 Q2	$2K	Hold	500	–	–	﹤0.01%	772
2022 Q1	$2K	Hold	500	–	–	﹤0.01%	766
2021 Q4	$3K	Hold	500	–	–	﹤0.01%	716
2021 Q3	$6K	Hold	500	–	–	﹤0.01%	580
2021 Q2	$8K	Sell	500 -300	-38%	-$4.92K	﹤0.01%	528
2021 Q1	$15K	Sell	800 -200	-20%	-$2.51K	﹤0.01%	425
2020 Q4	$5K	Hold	1,000	–	–	﹤0.01%	493
2020 Q3	$2K	Buy	+1,000	New	+$1.75K	﹤0.01%	542

Other funds holding MVIS

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

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

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

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return

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

Baystate Wealth Management held its Microvision (MVIS) position steady in Q4 2023 at 500 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Baystate Wealth Management first reported a position in MVIS in Q3 2020 and has held it in 14 quarters since. The position peaked at $15K in Q1 2021. 150 funds tracked by Wall St. Rank hold MVIS as of Q4 2023.

Baystate Wealth Management held 500 shares of Microvision worth $1.33K as of Q4 2023.
Baystate Wealth Management left its Microvision share count unchanged in Q4 2023.
Microvision made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1121 holding.
Baystate Wealth Management first reported a position in Microvision in Q3 2020 and has held it in 14 quarters since.
Baystate Wealth Management's Microvision position peaked at $15K in Q1 2021.
150 funds tracked by Wall St. Rank held Microvision as of Q4 2023.

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