BWM
X

Baystate Wealth Management’s US Steel X Stock Holding History

Baystate Wealth Management’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$16.3K Buy
+334
New +$12.1K ﹤0.01% 611
2021
Q4 		– Sell
-30
Closed -$1K – 1006
2021
Q3 		$1K Hold
30
– – ﹤0.01% 819
2021
Q2 		$1K Hold
30
– – ﹤0.01% 785
2021
Q1 		$1K Hold
30
– – ﹤0.01% 713
2020
Q4 		$1K Sell
30
-1
-3% -$12 ﹤0.01% 660
2020
Q3 		$0 Buy
31
+1
+3% +$8 ﹤0.01% 754
2020
Q2 		$0 Sell
30
-1
-3% -$8 ﹤0.01% 759
2020
Q1 		$0 Hold
31
– – ﹤0.01% 698
2019
Q4 		$0 Buy
31
+1
+3% +$12 ﹤0.01% 669
2019
Q3 		$0 Hold
30
– – ﹤0.01% 650
2019
Q2 		$1K Hold
30
– – ﹤0.01% 620
2019
Q1 		$1K Sell
30
-1,000
-97% -$21.3K ﹤0.01% 636
2018
Q4 		$22K Buy
1,030
+1,000
+3,333% +$25K ﹤0.01% 296
2018
Q3 		$1K Hold
30
– – ﹤0.01% 656
2018
Q2 		$1K Hold
30
– – ﹤0.01% 668
2018
Q1 		$1K Hold
30
– – ﹤0.01% 639
2017
Q4 		$1K Hold
30
– – ﹤0.01% 629
2017
Q3 		$1K Hold
30
– – ﹤0.01% 606
2017
Q2 		$1K Hold
30
– – ﹤0.01% 638
2017
Q1 		$1K Buy
+30
New +$1.07K ﹤0.01% 603

Other funds holding X

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $4.65B AUM 56.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM