Baystate Wealth Management’s Vulcan Infrastructure and Power Inc. Class A Common Stock VIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$101	Hold	15	–	–	﹤0.01%	1290
2023 Q3	$61	Hold	15	–	–	﹤0.01%	1014
2023 Q2	$42	Hold	15	–	–	﹤0.01%	1040
2023 Q1	$68	Hold	15	–	–	﹤0.01%	1022
2022 Q4	$0	Hold	15	–	–	﹤0.01%	953
2022 Q3	$0	Hold	15	–	–	﹤0.01%	907
2022 Q2	$0	Hold	15	–	–	﹤0.01%	919
2022 Q1	$1K	Hold	15	–	–	﹤0.01%	824
2021 Q4	$2K	Buy	+15	New	+$3.15K	﹤0.01%	758

Other funds holding VIP

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

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Baystate Wealth Management held its Vulcan Infrastructure and Power Inc. Class A Common Stock (VIP) position steady in Q4 2023 at 15 shares worth $101. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

Baystate Wealth Management first reported a position in VIP in Q4 2021 and has held it in 9 quarters since. The position peaked at $2K in Q4 2021. 30 funds tracked by Wall St. Rank hold VIP as of Q4 2023.

Baystate Wealth Management held 15 shares of Vulcan Infrastructure and Power Inc. Class A Common Stock worth $101 as of Q4 2023.
Baystate Wealth Management left its Vulcan Infrastructure and Power Inc. Class A Common Stock share count unchanged in Q4 2023.
Vulcan Infrastructure and Power Inc. Class A Common Stock made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1290 holding.
Baystate Wealth Management first reported a position in Vulcan Infrastructure and Power Inc. Class A Common Stock in Q4 2021 and has held it in 9 quarters since.
Baystate Wealth Management's Vulcan Infrastructure and Power Inc. Class A Common Stock position peaked at $2K in Q4 2021.
30 funds tracked by Wall St. Rank held Vulcan Infrastructure and Power Inc. Class A Common Stock as of Q4 2023.

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