Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BWM
Baystate Wealth Management’s
Travel + Leisure Co
TNL
Stock Holding History
Baystate Wealth Management’s Portfolio
TNL Stock Details
TNL Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q4
–
Sell
-11
Closed
-$1K
–
983
2021
Q3
$1K
Hold
11
–
–
﹤0.01%
807
2021
Q2
$1K
Hold
11
–
–
﹤0.01%
773
2021
Q1
$1K
Hold
11
–
–
﹤0.01%
702
2020
Q4
$1K
Hold
11
–
–
﹤0.01%
649
2020
Q3
$0
Hold
11
–
–
﹤0.01%
739
2020
Q2
$0
Hold
11
–
–
﹤0.01%
745
2020
Q1
$0
Hold
11
–
–
﹤0.01%
684
2019
Q4
$1K
Hold
11
–
–
﹤0.01%
600
2019
Q3
$0
Buy
11
+1
+10%
+$45
﹤0.01%
636
2019
Q2
$1K
Hold
10
–
–
﹤0.01%
608
2019
Q1
$1K
Hold
10
–
–
﹤0.01%
623
2018
Q4
$1K
Hold
10
–
–
﹤0.01%
634
2018
Q3
$1K
Hold
10
–
–
﹤0.01%
643
2018
Q2
$1K
Sell
10
-12
-55%
-$592
﹤0.01%
655
2018
Q1
$1K
Hold
22
–
–
﹤0.01%
622
2017
Q4
$1K
Hold
22
–
–
﹤0.01%
615
2017
Q3
$1K
Hold
22
–
–
﹤0.01%
593
2017
Q2
$1K
Hold
22
–
–
﹤0.01%
626
2017
Q1
$1K
Buy
+22
New
+$808
﹤0.01%
591
Other funds holding TNL
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Principal Financial Group
Des Moines, Iowa
$187B AUM
18.48%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
ZP
Zimmer Partners
New York
$4.08B AUM
14.2%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
SM
Senvest Management
New York
$3.01B AUM
35.7%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
MC
Minot Capital
Broomfield, Colorado
$353M AUM
25.25%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close