Baystate Wealth Management’s NuStar Energy L.P. NS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$40.4K	Buy	2,164 +1,516	+234%	+$27.1K	﹤0.01%	418
2023 Q3	$11.3K	Buy	648 +16	+3%	+$273	﹤0.01%	559
2023 Q2	$10.8K	Buy	632 +16	+3%	+$261	﹤0.01%	557
2023 Q1	$9.64K	Buy	616 +14	+2%	+$228	﹤0.01%	577
2022 Q4	$10K	Buy	602 +15	+3%	+$233	﹤0.01%	580
2022 Q3	$8K	Buy	587 +15	+3%	+$226	﹤0.01%	586
2022 Q2	$8K	Buy	572 +16	+3%	+$241	﹤0.01%	612
2022 Q1	$8K	Buy	556 +13	+2%	+$210	﹤0.01%	615
2021 Q4	$9K	Buy	543 +14	+3%	+$217	﹤0.01%	593
2021 Q3	$8K	Buy	529 +13	+3%	+$214	﹤0.01%	557
2021 Q2	$9K	Buy	+516	New	+$9.55K	﹤0.01%	520

Other funds holding NS

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

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

Baystate Wealth Management increased its NuStar Energy L.P. (NS) stake by 234% in Q4 2023, buying an estimated $27.1K and bringing the position to 2,164 shares worth $40.4K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Baystate Wealth Management first reported a position in NS in Q2 2021 and has held it in 11 quarters since. 147 funds tracked by Wall St. Rank hold NS as of Q4 2023.

Baystate Wealth Management held 2,164 shares of NuStar Energy L.P. worth $40.4K as of Q4 2023.
Baystate Wealth Management bought 1,516 NuStar Energy L.P. shares in Q4 2023, an estimated $27.1K.
NuStar Energy L.P. made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #418 holding.
Baystate Wealth Management first reported a position in NuStar Energy L.P. in Q2 2021 and has held it in 11 quarters since.
147 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2023.

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