Baystate Wealth Management’s Worthington Enterprises WOR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$23.2K	Buy	+402	New	+$17.7K	﹤0.01%	525

Other funds holding WOR

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Baystate Wealth Management opened a new position in Worthington Enterprises (WOR) in Q4 2023: 402 shares worth $23.2K. The stake represents ﹤0.01% of the portfolio and ranks #525 among its holdings.

274 funds tracked by Wall St. Rank hold WOR as of Q4 2023.

Baystate Wealth Management held 402 shares of Worthington Enterprises worth $23.2K as of Q4 2023.
Worthington Enterprises was a new Baystate Wealth Management position in Q4 2023.
Worthington Enterprises made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #525 holding.
274 funds tracked by Wall St. Rank held Worthington Enterprises as of Q4 2023.

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