Baystate Wealth Management’s Riot Platforms RIOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$7.74K	Hold	500	–	–	﹤0.01%	788
2023 Q3	$4.67K	Hold	500	–	–	﹤0.01%	696
2023 Q2	$5.91K	Hold	500	–	–	﹤0.01%	674
2023 Q1	$5K	Hold	500	–	–	﹤0.01%	691
2022 Q4	$2K	Hold	500	–	–	﹤0.01%	806
2022 Q3	$4K	Hold	500	–	–	﹤0.01%	669
2022 Q2	$2K	Hold	500	–	–	﹤0.01%	779
2022 Q1	$11K	Hold	500	–	–	﹤0.01%	568
2021 Q4	$11K	Sell	500 -200	-29%	-$5.96K	﹤0.01%	564
2021 Q3	$18K	Hold	700	–	–	﹤0.01%	447
2021 Q2	$26K	Sell	700 -200	-22%	-$7.15K	﹤0.01%	360
2021 Q1	$48K	Buy	900 +50	+6%	+$2.02K	0.01%	261
2020 Q4	$14K	Sell	850 -150	-15%	-$997	﹤0.01%	399
2020 Q3	$3K	Buy	+1,000	New	+$3.01K	﹤0.01%	504

Other funds holding RIOT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

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

Baystate Wealth Management held its Riot Platforms (RIOT) position steady in Q4 2023 at 500 shares worth $7.74K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Baystate Wealth Management first reported a position in RIOT in Q3 2020 and has held it in 14 quarters since. The position peaked at $48K in Q1 2021. 278 funds tracked by Wall St. Rank hold RIOT as of Q4 2023.

Baystate Wealth Management held 500 shares of Riot Platforms worth $7.74K as of Q4 2023.
Baystate Wealth Management left its Riot Platforms share count unchanged in Q4 2023.
Riot Platforms made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #788 holding.
Baystate Wealth Management first reported a position in Riot Platforms in Q3 2020 and has held it in 14 quarters since.
Baystate Wealth Management's Riot Platforms position peaked at $48K in Q1 2021.
278 funds tracked by Wall St. Rank held Riot Platforms as of Q4 2023.

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