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Baystate Wealth Management’s Natera NTRA Stock Holding History

Baystate Wealth Management’s Portfolio NTRA Stock Details NTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$10.6K Buy
169
+59
+54% +$2.95K ﹤0.01% 705
2023
Q3 		$4.9K Hold
110
– – ﹤0.01% 687
2023
Q2 		$5.39K Hold
110
– – ﹤0.01% 687
2023
Q1 		$6.15K Hold
110
– – ﹤0.01% 653
2022
Q4 		$4K Hold
110
– – ﹤0.01% 712
2022
Q3 		$5K Hold
110
– – ﹤0.01% 647
2022
Q2 		$4K Hold
110
– – ﹤0.01% 688
2022
Q1 		$5K Hold
110
– – ﹤0.01% 655
2021
Q4 		$10K Buy
+110
New +$11.4K ﹤0.01% 579

Other funds holding NTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Baystate Wealth Management increased its Natera (NTRA) stake by 54% in Q4 2023, buying an estimated $2.95K and bringing the position to 169 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Baystate Wealth Management first reported a position in NTRA in Q4 2021 and has held it in 9 quarters since. 350 funds tracked by Wall St. Rank hold NTRA as of Q4 2023.

  • Baystate Wealth Management held 169 shares of Natera worth $10.6K as of Q4 2023.
  • Baystate Wealth Management bought 59 Natera shares in Q4 2023, an estimated $2.95K.
  • Natera made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #705 holding.
  • Baystate Wealth Management first reported a position in Natera in Q4 2021 and has held it in 9 quarters since.
  • 350 funds tracked by Wall St. Rank held Natera as of Q4 2023.

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