Baystate Wealth Management’s BCE BCE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$15.8K	Buy	400 +330	+471%	+$12.8K	﹤0.01%	617
2023 Q3	$2.67K	Buy	+70	New	+$2.94K	﹤0.01%	773
2020 Q3	–	Sell	-107	Closed	-$4K	–	646
2020 Q2	$4K	Buy	+107	New	+$4.41K	﹤0.01%	478
2018 Q4	–	Sell	-331	Closed	-$13K	–	682
2018 Q3	$13K	Buy	331 +3	+0.9%	+$124	﹤0.01%	338
2018 Q2	$14K	Hold	328	–	–	﹤0.01%	330
2018 Q1	$14K	Buy	+328	New	+$14.7K	﹤0.01%	322

Other funds holding BCE

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Baystate Wealth Management increased its BCE (BCE) stake by 471% in Q4 2023, buying an estimated $12.8K and bringing the position to 400 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Baystate Wealth Management first reported a position in BCE in Q1 2018 and has held it in 6 quarters since. 537 funds tracked by Wall St. Rank hold BCE as of Q4 2023.

Baystate Wealth Management held 400 shares of BCE worth $15.8K as of Q4 2023.
Baystate Wealth Management bought 330 BCE shares in Q4 2023, an estimated $12.8K.
BCE made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #617 holding.
Baystate Wealth Management first reported a position in BCE in Q1 2018 and has held it in 6 quarters since.
537 funds tracked by Wall St. Rank held BCE as of Q4 2023.

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