Baystate Wealth Management’s Visteon VC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$1.25K	Hold	10	–	–	﹤0.01%	1130
2023 Q3	$1.38K	Hold	10	–	–	﹤0.01%	856
2023 Q2	$1.44K	Hold	10	–	–	﹤0.01%	899
2023 Q1	$1.57K	Hold	10	–	–	﹤0.01%	870
2022 Q4	$1K	Hold	10	–	–	﹤0.01%	921
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	866
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	880
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	860
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	855
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	811
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	777
2021 Q1	$1K	Hold	10	–	–	﹤0.01%	705
2020 Q4	$1K	Hold	10	–	–	﹤0.01%	652
2020 Q3	$1K	Hold	10	–	–	﹤0.01%	616
2020 Q2	$1K	Hold	10	–	–	﹤0.01%	629
2020 Q1	$0	Hold	10	–	–	﹤0.01%	687
2019 Q4	$1K	Hold	10	–	–	﹤0.01%	602
2019 Q3	$1K	Hold	10	–	–	﹤0.01%	555
2019 Q2	$1K	Sell	10 -2	-17%	-$122	﹤0.01%	613
2019 Q1	$1K	Buy	12 +2	+20%	+$150	﹤0.01%	628
2018 Q4	$8K	Hold	10	–	–	﹤0.01%	401
2018 Q3	$1K	Hold	10	–	–	﹤0.01%	649
2018 Q2	$1K	Hold	10	–	–	﹤0.01%	661
2018 Q1	$1K	Hold	10	–	–	﹤0.01%	631
2017 Q4	$1K	Hold	10	–	–	﹤0.01%	623
2017 Q3	$1K	Hold	10	–	–	﹤0.01%	601
2017 Q2	$1K	Hold	10	–	–	﹤0.01%	631
2017 Q1	$1K	Buy	+10	New	+$922	﹤0.01%	598

Other funds holding VC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Baystate Wealth Management held its Visteon (VC) position steady in Q4 2023 at 10 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Baystate Wealth Management first reported a position in VC in Q1 2017 and has held it in 28 quarters since. The position peaked at $8K in Q4 2018. 322 funds tracked by Wall St. Rank hold VC as of Q4 2023.

Baystate Wealth Management held 10 shares of Visteon worth $1.25K as of Q4 2023.
Baystate Wealth Management left its Visteon share count unchanged in Q4 2023.
Visteon made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1130 holding.
Baystate Wealth Management first reported a position in Visteon in Q1 2017 and has held it in 28 quarters since.
Baystate Wealth Management's Visteon position peaked at $8K in Q4 2018.
322 funds tracked by Wall St. Rank held Visteon as of Q4 2023.

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