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Baystate Wealth Management’s Sally Beauty Holdings SBH Stock Holding History

Baystate Wealth Management’s Portfolio SBH Stock Details SBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-115
Closed -$2K – 669
2019
Q4 		$2K Buy
+115
New +$2K ﹤0.01% 537

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ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Baystate Wealth Management's SBH Position: Q1 2020 in Review

Baystate Wealth Management sold out of Sally Beauty Holdings (SBH) in Q1 2020, closing a stake of 115 shares — an estimated $2K sold.

Baystate Wealth Management first reported a position in SBH in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 207 funds tracked by Wall St. Rank hold SBH as of Q1 2020.

  • Baystate Wealth Management reported no remaining Sally Beauty Holdings position as of Q1 2020 after selling out during the quarter.
  • Baystate Wealth Management sold 115 Sally Beauty Holdings shares in Q1 2020, an estimated $2K.
  • Baystate Wealth Management first reported a position in Sally Beauty Holdings in Q4 2019 and held it in 1 quarter.
  • Baystate Wealth Management's Sally Beauty Holdings position peaked at $2K in Q4 2019.
  • 207 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q1 2020.

Based on Baystate Wealth Management's 13F filing for Q1 2020, filed 22 Apr 2020.