Baystate Wealth Management’s Revvity RVTY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-271	Closed	-$38K	–	1070
2022 Q4	$38K	Hold	271	–	–	﹤0.01%	375
2022 Q3	$33K	Hold	271	–	–	﹤0.01%	366
2022 Q2	$39K	Hold	271	–	–	﹤0.01%	349
2022 Q1	$47K	Sell	271 -249	-48%	-$44.2K	﹤0.01%	332
2021 Q4	$105K	Hold	520	–	–	0.01%	237
2021 Q3	$90K	Hold	520	–	–	0.01%	232
2021 Q2	$80K	Hold	520	–	–	0.01%	230
2021 Q1	$67K	Sell	520 -345	-40%	-$47.8K	0.01%	234
2020 Q4	$124K	Hold	865	–	–	0.01%	155
2020 Q3	$109K	Hold	865	–	–	0.01%	147
2020 Q2	$85K	Hold	865	–	–	0.01%	171
2020 Q1	$65K	Sell	865 -540	-38%	-$47.9K	0.01%	170
2019 Q4	$136K	Hold	1,405	–	–	0.02%	139
2019 Q3	$120K	Hold	1,405	–	–	0.02%	140
2019 Q2	$137K	Hold	1,405	–	–	0.02%	122
2019 Q1	$133K	Hold	1,405	–	–	0.02%	123
2018 Q4	$121K	Buy	+1,405	New	+$119K	0.02%	122

Other funds holding RVTY

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

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

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return