BWM
NTES icon

Baystate Wealth Management’s NetEase NTES Stock Holding History

Baystate Wealth Management’s Portfolio NTES Stock Details NTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$8.06K Hold
86
– – ﹤0.01% 779
2023
Q3 		$8.63K Buy
86
+1
+1% +$103 ﹤0.01% 607
2023
Q2 		$8.29K Hold
85
– – ﹤0.01% 604
2023
Q1 		$7.54K Buy
+85
New +$7.33K ﹤0.01% 611

Other funds holding NTES

UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
TC
Tairen Capital Hong Kong $1.13B AUM 188.29% 1-Year Est. Return

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

Baystate Wealth Management held its NetEase (NTES) position steady in Q4 2023 at 86 shares worth $8.06K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Baystate Wealth Management first reported a position in NTES in Q1 2023 and has held it in 4 quarters since. The position peaked at $8.63K in Q3 2023. 400 funds tracked by Wall St. Rank hold NTES as of Q4 2023.

  • Baystate Wealth Management held 86 shares of NetEase worth $8.06K as of Q4 2023.
  • Baystate Wealth Management left its NetEase share count unchanged in Q4 2023.
  • NetEase made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #779 holding.
  • Baystate Wealth Management first reported a position in NetEase in Q1 2023 and has held it in 4 quarters since.
  • Baystate Wealth Management's NetEase position peaked at $8.63K in Q3 2023.
  • 400 funds tracked by Wall St. Rank held NetEase as of Q4 2023.

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