BWM
SAND

Baystate Wealth Management’s Sandstorm Gold SAND Stock Holding History

Baystate Wealth Management’s Portfolio SAND Stock Details SAND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$7.55K Buy
1,501
+1,001
+200% +$4.77K ﹤0.01% 793
2023
Q3 		$2.33K Buy
+500
New +$2.63K ﹤0.01% 779

Other funds holding SAND

ORPU
Orion Resource Partners (USA) New York $333M AUM 13.37% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

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

Baystate Wealth Management increased its Sandstorm Gold (SAND) stake by 200% in Q4 2023, buying an estimated $4.77K and bringing the position to 1,501 shares worth $7.55K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

Baystate Wealth Management first reported a position in SAND in Q3 2023 and has held it in 2 quarters since. 209 funds tracked by Wall St. Rank hold SAND as of Q4 2023.

  • Baystate Wealth Management held 1,501 shares of Sandstorm Gold worth $7.55K as of Q4 2023.
  • Baystate Wealth Management bought 1,001 Sandstorm Gold shares in Q4 2023, an estimated $4.77K.
  • Sandstorm Gold made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #793 holding.
  • Baystate Wealth Management first reported a position in Sandstorm Gold in Q3 2023 and has held it in 2 quarters since.
  • 209 funds tracked by Wall St. Rank held Sandstorm Gold as of Q4 2023.

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