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Baystate Wealth Management’s Super Micro Computer SMCI Stock Holding History

Baystate Wealth Management’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$202K Sell
7,100
-1,000
-12% -$27.7K 0.01% 201
2023
Q3 		$222K Buy
+8,100
New +$226K 0.02% 184

Other funds holding SMCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Baystate Wealth Management reduced its Super Micro Computer (SMCI) stake by 12% in Q4 2023, selling an estimated $27.7K and leaving 7,100 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #201.

Baystate Wealth Management first reported a position in SMCI in Q3 2023 and has held it in 2 quarters since. The position peaked at $222K in Q3 2023. 656 funds tracked by Wall St. Rank hold SMCI as of Q4 2023.

  • Baystate Wealth Management held 7,100 shares of Super Micro Computer worth $202K as of Q4 2023.
  • Baystate Wealth Management sold 1,000 Super Micro Computer shares in Q4 2023, an estimated $27.7K.
  • Super Micro Computer made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #201 holding.
  • Baystate Wealth Management first reported a position in Super Micro Computer in Q3 2023 and has held it in 2 quarters since.
  • Baystate Wealth Management's Super Micro Computer position peaked at $222K in Q3 2023.
  • 656 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2023.

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