BWM
XYZ

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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return