Baystate Wealth Management’s SharkNinja SN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$2.35K	Buy	+46	New	+$2.1K	﹤0.01%	1030

Other funds holding SN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

PCM

Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.2B AUM 137.35% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Baystate Wealth Management opened a new position in SharkNinja (SN) in Q4 2023: 46 shares worth $2.35K. The stake represents ﹤0.01% of the portfolio and ranks #1030 among its holdings.

154 funds tracked by Wall St. Rank hold SN as of Q4 2023.

Baystate Wealth Management held 46 shares of SharkNinja worth $2.35K as of Q4 2023.
SharkNinja was a new Baystate Wealth Management position in Q4 2023.
SharkNinja made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1030 holding.
154 funds tracked by Wall St. Rank held SharkNinja as of Q4 2023.

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