Baystate Wealth Management’s Global X Internet of Things ETF SNSR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$36K	Hold	1,018	–	–	﹤0.01%	434
2023 Q3	$31.2K	Buy	1,018 +4	+0.4%	+$131	﹤0.01%	403
2023 Q2	$35.1K	Hold	1,014	–	–	﹤0.01%	379
2023 Q1	$33.8K	Buy	1,014 +6	+0.6%	+$192	﹤0.01%	388
2022 Q4	$29K	Hold	1,008	–	–	﹤0.01%	412
2022 Q3	$25K	Buy	1,008 +2	+0.2%	+$55	﹤0.01%	401
2022 Q2	$26K	Hold	1,006	–	–	﹤0.01%	417
2022 Q1	$33K	Buy	1,006 +3	+0.3%	+$102	﹤0.01%	382
2021 Q4	$39K	Hold	1,003	–	–	﹤0.01%	357
2021 Q3	$36K	Buy	1,003 +1	+0.1%	+$37	﹤0.01%	334
2021 Q2	$36K	Hold	1,002	–	–	﹤0.01%	313
2021 Q1	$33K	Buy	1,002 +2	+0.2%	+$67	﹤0.01%	305
2020 Q4	$32K	Hold	1,000	–	–	﹤0.01%	300
2020 Q3	$26K	Hold	1,000	–	–	﹤0.01%	291
2020 Q2	$24K	Hold	1,000	–	–	﹤0.01%	288
2020 Q1	$18K	Buy	+1,000	New	+$21.9K	﹤0.01%	298

Other funds holding SNSR

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Baystate Wealth Management held its Global X Internet of Things ETF (SNSR) position steady in Q4 2023 at 1,018 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Baystate Wealth Management first reported a position in SNSR in Q1 2020 and has held it in 16 quarters since. The position peaked at $39K in Q4 2021. 90 funds tracked by Wall St. Rank hold SNSR as of Q4 2023.

Baystate Wealth Management held 1,018 shares of Global X Internet of Things ETF worth $36K as of Q4 2023.
Baystate Wealth Management left its Global X Internet of Things ETF share count unchanged in Q4 2023.
Global X Internet of Things ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #434 holding.
Baystate Wealth Management first reported a position in Global X Internet of Things ETF in Q1 2020 and has held it in 16 quarters since.
Baystate Wealth Management's Global X Internet of Things ETF position peaked at $39K in Q4 2021.
90 funds tracked by Wall St. Rank held Global X Internet of Things ETF as of Q4 2023.

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