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Baystate Wealth Management’s Reliance Steel & Aluminium RS Stock Holding History

Baystate Wealth Management’s Portfolio RS Stock Details RS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$16.9K Hold
60
– – ﹤0.01% 601
2023
Q3 		$15.8K Hold
60
– – ﹤0.01% 506
2023
Q2 		$16.3K Buy
+60
New +$14.9K ﹤0.01% 487

Other funds holding RS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Baystate Wealth Management held its Reliance Steel & Aluminium (RS) position steady in Q4 2023 at 60 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Baystate Wealth Management first reported a position in RS in Q2 2023 and has held it in 3 quarters since. 570 funds tracked by Wall St. Rank hold RS as of Q4 2023.

  • Baystate Wealth Management held 60 shares of Reliance Steel & Aluminium worth $16.9K as of Q4 2023.
  • Baystate Wealth Management left its Reliance Steel & Aluminium share count unchanged in Q4 2023.
  • Reliance Steel & Aluminium made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #601 holding.
  • Baystate Wealth Management first reported a position in Reliance Steel & Aluminium in Q2 2023 and has held it in 3 quarters since.
  • 570 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q4 2023.

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