Baystate Wealth Management’s Sabesp SBS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-113	Closed	-$168	–	850
2021 Q1	$0	Buy	+113	New	+$163	﹤0.01%	816

Other funds holding SBS

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Baystate Wealth Management's SBS Position: Q2 2021 in Review

Baystate Wealth Management sold out of Sabesp (SBS) in Q2 2021, closing a stake of 113 shares — an estimated $168 sold.

Baystate Wealth Management first reported a position in SBS in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 144 funds tracked by Wall St. Rank hold SBS as of Q2 2021.

Baystate Wealth Management reported no remaining Sabesp position as of Q2 2021 after selling out during the quarter.
Baystate Wealth Management sold 113 Sabesp shares in Q2 2021, an estimated $168.
Baystate Wealth Management first reported a position in Sabesp in Q1 2021 and held it in 1 quarter.
Baystate Wealth Management's Sabesp position peaked at $0 in Q1 2021.
144 funds tracked by Wall St. Rank held Sabesp as of Q2 2021.

Based on Baystate Wealth Management's 13F filing for Q2 2021, filed 26 Jul 2021.