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Baystate Wealth Management’s Sylvamo SLVM Stock Holding History

Baystate Wealth Management’s Portfolio SLVM Stock Details SLVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$306 Hold
6
– – ﹤0.01% 1240
2023
Q3 		$270 Hold
6
– – ﹤0.01% 974
2023
Q2 		$247 Hold
6
– – ﹤0.01% 1003
2023
Q1 		$281 Hold
6
– – ﹤0.01% 994
2022
Q4 		$0 Hold
6
– – ﹤0.01% 981
2022
Q3 		$0 Hold
6
– – ﹤0.01% 936
2022
Q2 		$0 Hold
6
– – ﹤0.01% 948
2022
Q1 		$0 Hold
6
– – ﹤0.01% 931
2021
Q4 		$0 Buy
+6
New +$175 ﹤0.01% 957

Other funds holding SLVM

AF
Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Baystate Wealth Management held its Sylvamo (SLVM) position steady in Q4 2023 at 6 shares worth $306. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Baystate Wealth Management first reported a position in SLVM in Q4 2021 and has held it in 9 quarters since. 326 funds tracked by Wall St. Rank hold SLVM as of Q4 2023.

  • Baystate Wealth Management held 6 shares of Sylvamo worth $306 as of Q4 2023.
  • Baystate Wealth Management left its Sylvamo share count unchanged in Q4 2023.
  • Sylvamo made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1240 holding.
  • Baystate Wealth Management first reported a position in Sylvamo in Q4 2021 and has held it in 9 quarters since.
  • 326 funds tracked by Wall St. Rank held Sylvamo as of Q4 2023.

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