Baystate Wealth Management’s Block Inc XYZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$21.1K	Sell	273 -120	-31%	-$6.79K	﹤0.01%	549
2023 Q3	$17.4K	Buy	393 +100	+34%	+$6.19K	﹤0.01%	496
2023 Q2	$19.5K	Buy	293 +285	+3,563%	+$17.8K	﹤0.01%	465
2023 Q1	$549	Buy	+8	New	+$599	﹤0.01%	971
2022 Q1	–	Sell	-17	Closed	-$3K	–	950
2021 Q4	$3K	Sell	17 -25	-60%	-$5.42K	﹤0.01%	737
2021 Q3	$10K	Hold	42	–	–	﹤0.01%	529
2021 Q2	$10K	Sell	42 -25	-37%	-$5.8K	﹤0.01%	506
2021 Q1	$15K	Hold	67	–	–	﹤0.01%	430
2020 Q4	$15K	Sell	67 -28	-29%	-$5.46K	﹤0.01%	391
2020 Q3	$15K	Sell	95 -15	-14%	-$2.12K	﹤0.01%	353
2020 Q2	$12K	Sell	110 -40	-27%	-$3.06K	﹤0.01%	370
2020 Q1	$8K	Hold	150	–	–	﹤0.01%	396
2019 Q4	$9K	Buy	+150	New	+$9.59K	﹤0.01%	413

Other funds holding XYZ

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

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

Baystate Wealth Management reduced its Block Inc (XYZ) stake by 31% in Q4 2023, selling an estimated $6.79K and leaving 273 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Baystate Wealth Management first reported a position in XYZ in Q4 2019 and has held it in 13 quarters since. 1,031 funds tracked by Wall St. Rank hold XYZ as of Q4 2023.

Baystate Wealth Management held 273 shares of Block Inc worth $21.1K as of Q4 2023.
Baystate Wealth Management sold 120 Block Inc shares in Q4 2023, an estimated $6.79K.
Block Inc made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #549 holding.
Baystate Wealth Management first reported a position in Block Inc in Q4 2019 and has held it in 13 quarters since.
1,031 funds tracked by Wall St. Rank held Block Inc as of Q4 2023.

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