BWM
STEX

Baystate Wealth Management’s Streamex Corp STEX Stock Holding History

Baystate Wealth Management’s Portfolio STEX Stock Details STEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-150
Closed -$4.12K – 882
2021
Q3 		$4K Hold
150
– – ﹤0.01% 605
2021
Q2 		$6K Hold
150
– – ﹤0.01% 554
2021
Q1 		$6K Hold
150
– – ﹤0.01% 500
2020
Q4 		$6K Hold
150
– – ﹤0.01% 467
2020
Q3 		$7K Hold
150
– – ﹤0.01% 423
2020
Q2 		$11K Buy
+150
New +$13.1K ﹤0.01% 373

Other funds holding STEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
SC
Saltoro Capital Dallas, Texas $30K AUM 24.79% 1-Year Est. Return
ZCA
Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Baystate Wealth Management's STEX Position: Q4 2021 in Review

Baystate Wealth Management sold out of Streamex Corp (STEX) in Q4 2021, closing a stake of 150 shares — an estimated $4.12K sold.

Baystate Wealth Management first reported a position in STEX in Q2 2020 and held it in 6 quarters. The position peaked at $11K in Q2 2020. 46 funds tracked by Wall St. Rank hold STEX as of Q4 2021.

  • Baystate Wealth Management reported no remaining Streamex Corp position as of Q4 2021 after selling out during the quarter.
  • Baystate Wealth Management sold 150 Streamex Corp shares in Q4 2021, an estimated $4.12K.
  • Baystate Wealth Management first reported a position in Streamex Corp in Q2 2020 and held it in 6 quarters.
  • Baystate Wealth Management's Streamex Corp position peaked at $11K in Q2 2020.
  • 46 funds tracked by Wall St. Rank held Streamex Corp as of Q4 2021.

Based on Baystate Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.