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Baystate Wealth Management’s Worthington Steel WS Stock Holding History

Baystate Wealth Management’s Portfolio WS Stock Details WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$11.2K Buy
+400
New +$11K ﹤0.01% 695

Other funds holding WS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Baystate Wealth Management opened a new position in Worthington Steel (WS) in Q4 2023: 400 shares worth $11.2K. The stake represents ﹤0.01% of the portfolio and ranks #695 among its holdings.

193 funds tracked by Wall St. Rank hold WS as of Q4 2023.

  • Baystate Wealth Management held 400 shares of Worthington Steel worth $11.2K as of Q4 2023.
  • Worthington Steel was a new Baystate Wealth Management position in Q4 2023.
  • Worthington Steel made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #695 holding.
  • 193 funds tracked by Wall St. Rank held Worthington Steel as of Q4 2023.

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