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Baystate Wealth Management’s PBF Energy PBF Stock Holding History

Baystate Wealth Management’s Portfolio PBF Stock Details PBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$22.1K Buy
+502
New +$22.8K ﹤0.01% 539

Other funds holding PBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Baystate Wealth Management opened a new position in PBF Energy (PBF) in Q4 2023: 502 shares worth $22.1K. The stake represents ﹤0.01% of the portfolio and ranks #539 among its holdings.

395 funds tracked by Wall St. Rank hold PBF as of Q4 2023.

  • Baystate Wealth Management held 502 shares of PBF Energy worth $22.1K as of Q4 2023.
  • PBF Energy was a new Baystate Wealth Management position in Q4 2023.
  • PBF Energy made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #539 holding.
  • 395 funds tracked by Wall St. Rank held PBF Energy as of Q4 2023.

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