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Baystate Wealth Management’s Nordic American Tanker NAT Stock Holding History

Baystate Wealth Management’s Portfolio NAT Stock Details NAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$1.26K Buy
+300
New +$1.28K ﹤0.01% 1127
2020
Q3 		– Sell
-1,028
Closed -$4K – 708
2020
Q2 		$4K Buy
+1,028
New +$4.87K ﹤0.01% 486

Other funds holding NAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Baystate Wealth Management opened a new position in Nordic American Tanker (NAT) in Q4 2023: 300 shares worth $1.26K. The stake represents ﹤0.01% of the portfolio and ranks #1127 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in NAT as recently as Q2 2020.

Baystate Wealth Management first reported a position in NAT in Q2 2020 and has held it in 2 quarters since. The position peaked at $4K in Q2 2020. 194 funds tracked by Wall St. Rank hold NAT as of Q4 2023.

  • Baystate Wealth Management held 300 shares of Nordic American Tanker worth $1.26K as of Q4 2023.
  • Nordic American Tanker was a new Baystate Wealth Management position in Q4 2023.
  • Nordic American Tanker made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1127 holding.
  • Baystate Wealth Management first reported a position in Nordic American Tanker in Q2 2020 and has held it in 2 quarters since.
  • Baystate Wealth Management's Nordic American Tanker position peaked at $4K in Q2 2020.
  • 194 funds tracked by Wall St. Rank held Nordic American Tanker as of Q4 2023.

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