Baystate Wealth Management’s RB Global RBA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$754	Hold	11	–	–	﹤0.01%	1172
2023 Q3	$703	Hold	11	–	–	﹤0.01%	917
2023 Q2	$674	Hold	11	–	–	﹤0.01%	963
2023 Q1	$631	Hold	11	–	–	﹤0.01%	961
2022 Q4	$1K	Hold	11	–	–	﹤0.01%	892
2022 Q3	$1K	Hold	11	–	–	﹤0.01%	841
2022 Q2	$1K	Hold	11	–	–	﹤0.01%	862
2022 Q1	$1K	Hold	11	–	–	﹤0.01%	848
2021 Q4	$1K	Hold	11	–	–	﹤0.01%	844
2021 Q3	$1K	Hold	11	–	–	﹤0.01%	795
2021 Q2	$1K	Hold	11	–	–	﹤0.01%	765
2021 Q1	$1K	Buy	+11	New	+$645	﹤0.01%	695

Other funds holding RBA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

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

Baystate Wealth Management held its RB Global (RBA) position steady in Q4 2023 at 11 shares worth $754. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

Baystate Wealth Management first reported a position in RBA in Q1 2021 and has held it in 12 quarters since. The position peaked at $1K in Q4 2022. 397 funds tracked by Wall St. Rank hold RBA as of Q4 2023.

Baystate Wealth Management held 11 shares of RB Global worth $754 as of Q4 2023.
Baystate Wealth Management left its RB Global share count unchanged in Q4 2023.
RB Global made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1172 holding.
Baystate Wealth Management first reported a position in RB Global in Q1 2021 and has held it in 12 quarters since.
Baystate Wealth Management's RB Global position peaked at $1K in Q4 2022.
397 funds tracked by Wall St. Rank held RB Global as of Q4 2023.

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