Baystate Wealth Management’s Workiva WK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$914	Hold	9	–	–	﹤0.01%	1158
2023 Q3	$912	Hold	9	–	–	﹤0.01%	898
2023 Q2	$915	Hold	9	–	–	﹤0.01%	941
2023 Q1	$922	Hold	9	–	–	﹤0.01%	937
2022 Q4	$1K	Hold	9	–	–	﹤0.01%	926
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	870
2022 Q2	$1K	Hold	9	–	–	﹤0.01%	885
2022 Q1	$1K	Hold	9	–	–	﹤0.01%	863
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	859
2021 Q3	$1K	Hold	9	–	–	﹤0.01%	818
2021 Q2	$1K	Hold	9	–	–	﹤0.01%	784
2021 Q1	$1K	Buy	+9	New	+$891	﹤0.01%	711

Other funds holding WK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

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

Baystate Wealth Management held its Workiva (WK) position steady in Q4 2023 at 9 shares worth $914. The position accounts for ﹤0.01% of the portfolio, ranked #1158.

Baystate Wealth Management first reported a position in WK in Q1 2021 and has held it in 12 quarters since. The position peaked at $1K in Q4 2022. 324 funds tracked by Wall St. Rank hold WK as of Q4 2023.

Baystate Wealth Management held 9 shares of Workiva worth $914 as of Q4 2023.
Baystate Wealth Management left its Workiva share count unchanged in Q4 2023.
Workiva made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1158 holding.
Baystate Wealth Management first reported a position in Workiva in Q1 2021 and has held it in 12 quarters since.
Baystate Wealth Management's Workiva position peaked at $1K in Q4 2022.
324 funds tracked by Wall St. Rank held Workiva as of Q4 2023.

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