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Baystate Wealth Management’s Motley Fool 100 Index ETF TMFC Stock Holding History

Baystate Wealth Management’s Portfolio TMFC Stock Details TMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,205
Closed -$67K – 1082
2022
Q4 		$67K Buy
2,205
+5
+0.2% +$158 0.01% 295
2022
Q3 		$68K Hold
2,200
– – 0.01% 276
2022
Q2 		$70K Buy
+2,200
New +$77.2K 0.01% 283

Other funds holding TMFC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
CAGAS
Capital Advisory Group Advisory Services Bloomington, Minnesota $2.25M AUM 16.72% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
RFN
Redwood Financial Network Solon, Ohio $153M AUM 17.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Baystate Wealth Management's TMFC Position: Q1 2023 in Review

Baystate Wealth Management sold out of Motley Fool 100 Index ETF (TMFC) in Q1 2023, closing a stake of 2,205 shares — an estimated $67K sold.

Baystate Wealth Management first reported a position in TMFC in Q2 2022 and held it in 3 quarters. The position peaked at $70K in Q2 2022. 63 funds tracked by Wall St. Rank hold TMFC as of Q1 2023.

  • Baystate Wealth Management reported no remaining Motley Fool 100 Index ETF position as of Q1 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 2,205 Motley Fool 100 Index ETF shares in Q1 2023, an estimated $67K.
  • Baystate Wealth Management first reported a position in Motley Fool 100 Index ETF in Q2 2022 and held it in 3 quarters.
  • Baystate Wealth Management's Motley Fool 100 Index ETF position peaked at $70K in Q2 2022.
  • 63 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q1 2023.

Based on Baystate Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.