Baystate Wealth Management’s SSR Mining SSRM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$10.8K	Hold	1,000	–	–	﹤0.01%	703
2023 Q3	$13.3K	Hold	1,000	–	–	﹤0.01%	531
2023 Q2	$14.2K	Hold	1,000	–	–	﹤0.01%	510
2023 Q1	$15.1K	Hold	1,000	–	–	﹤0.01%	495
2022 Q4	$16K	Hold	1,000	–	–	﹤0.01%	501
2022 Q3	$15K	Hold	1,000	–	–	﹤0.01%	481
2022 Q2	$17K	Hold	1,000	–	–	﹤0.01%	478
2022 Q1	$22K	Sell	1,000 -1,009	-50%	-$19K	﹤0.01%	440
2021 Q4	$36K	Buy	2,009 +2	+0.1%	+$34	﹤0.01%	372
2021 Q3	$29K	Buy	2,007 +3	+0.1%	+$48	﹤0.01%	362
2021 Q2	$31K	Buy	2,004 +4	+0.2%	+$67	﹤0.01%	333
2021 Q1	$29K	Hold	2,000	–	–	﹤0.01%	321
2020 Q4	$40K	Hold	2,000	–	–	﹤0.01%	272
2020 Q3	$37K	Hold	2,000	–	–	﹤0.01%	254
2020 Q2	$43K	Hold	2,000	–	–	0.01%	237
2020 Q1	$23K	Hold	2,000	–	–	﹤0.01%	267
2019 Q4	$39K	Hold	2,000	–	–	﹤0.01%	256
2019 Q3	$29K	Hold	2,000	–	–	﹤0.01%	256
2019 Q2	$26K	Sell	2,000 -1,000	-33%	-$11.9K	﹤0.01%	278
2019 Q1	$35K	Hold	3,000	–	–	﹤0.01%	253
2018 Q4	$35K	Hold	3,000	–	–	0.01%	246
2018 Q3	$27K	Hold	3,000	–	–	﹤0.01%	273
2018 Q2	$30K	Hold	3,000	–	–	﹤0.01%	248
2018 Q1	$31K	Hold	3,000	–	–	﹤0.01%	243
2017 Q4	$27K	Hold	3,000	–	–	﹤0.01%	262
2017 Q3	$34K	Buy	+3,000	New	+$30.5K	0.01%	223

Other funds holding SSRM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AustralianSuper Melbourne, Australia $23.1B AUM 49.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Baystate Wealth Management held its SSR Mining (SSRM) position steady in Q4 2023 at 1,000 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Baystate Wealth Management first reported a position in SSRM in Q3 2017 and has held it in 26 quarters since. The position peaked at $43K in Q2 2020. 240 funds tracked by Wall St. Rank hold SSRM as of Q4 2023.

Baystate Wealth Management held 1,000 shares of SSR Mining worth $10.8K as of Q4 2023.
Baystate Wealth Management left its SSR Mining share count unchanged in Q4 2023.
SSR Mining made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #703 holding.
Baystate Wealth Management first reported a position in SSR Mining in Q3 2017 and has held it in 26 quarters since.
Baystate Wealth Management's SSR Mining position peaked at $43K in Q2 2020.
240 funds tracked by Wall St. Rank held SSR Mining as of Q4 2023.

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