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Baystate Wealth Management’s Manulife Financial MFC Stock Holding History

Baystate Wealth Management’s Portfolio MFC Stock Details MFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$127K Buy
5,751
+60
+1% +$1.15K 0.01% 253
2023
Q3 		$104K Buy
5,691
+65
+1% +$1.23K 0.01% 250
2023
Q2 		$106K Buy
5,626
+68
+1% +$1.3K 0.01% 249
2023
Q1 		$102K Buy
5,558
+938
+20% +$17.8K 0.01% 248
2022
Q4 		$82K Buy
4,620
+127
+3% +$2.17K 0.01% 275
2022
Q3 		$70K Buy
4,493
+56
+1% +$982 0.01% 270
2022
Q2 		$77K Buy
4,437
+56
+1% +$1.06K 0.01% 267
2022
Q1 		$94K Buy
4,381
+46
+1% +$943 0.01% 249
2021
Q4 		$83K Buy
4,335
+51
+1% +$987 0.01% 263
2021
Q3 		$82K Buy
4,284
+43
+1% +$836 0.01% 242
2021
Q2 		$84K Sell
4,241
-2,650
-38% -$55.5K 0.01% 228
2021
Q1 		$148K Buy
6,891
+60
+0.9% +$1.2K 0.02% 155
2020
Q4 		$122K Sell
6,831
-164
-2% -$2.62K 0.01% 158
2020
Q3 		$97K Buy
6,995
+6,185
+764% +$88.6K 0.01% 161
2020
Q2 		$11K Sell
810
-316
-28% -$3.98K ﹤0.01% 380
2020
Q1 		$14K Buy
1,126
+13
+1% +$226 ﹤0.01% 335
2019
Q4 		$23K Buy
1,113
+321
+41% +$6.13K ﹤0.01% 307
2019
Q3 		$15K Sell
792
-243
-23% -$4.29K ﹤0.01% 322
2019
Q2 		$19K Buy
1,035
+4
+0.4% +$71 ﹤0.01% 307
2019
Q1 		$19K Buy
1,031
+7
+0.7% +$114 ﹤0.01% 312
2018
Q4 		$16K Buy
1,024
+8
+0.8% +$127 ﹤0.01% 327
2018
Q3 		$16K Buy
1,016
+291
+40% +$5.29K ﹤0.01% 322
2018
Q2 		$13K Buy
725
+296
+69% +$5.58K ﹤0.01% 340
2018
Q1 		$8K Buy
429
+190
+79% +$3.8K ﹤0.01% 379
2017
Q4 		$5K Hold
239
– – ﹤0.01% 432
2017
Q3 		$5K Hold
239
– – ﹤0.01% 413
2017
Q2 		$4K Hold
239
– – ﹤0.01% 434
2017
Q1 		$4K Hold
239
– – ﹤0.01% 407
2016
Q4 		$4K Buy
+239
New +$3.89K ﹤0.01% 374

Other funds holding MFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Baystate Wealth Management increased its Manulife Financial (MFC) stake by 1.1% in Q4 2023, buying an estimated $1.15K and bringing the position to 5,751 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #253.

Baystate Wealth Management first reported a position in MFC in Q4 2016 and has held it in 29 quarters since. The position peaked at $148K in Q1 2021. 594 funds tracked by Wall St. Rank hold MFC as of Q4 2023.

  • Baystate Wealth Management held 5,751 shares of Manulife Financial worth $127K as of Q4 2023.
  • Baystate Wealth Management bought 60 Manulife Financial shares in Q4 2023, an estimated $1.15K.
  • Manulife Financial made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #253 holding.
  • Baystate Wealth Management first reported a position in Manulife Financial in Q4 2016 and has held it in 29 quarters since.
  • Baystate Wealth Management's Manulife Financial position peaked at $148K in Q1 2021.
  • 594 funds tracked by Wall St. Rank held Manulife Financial as of Q4 2023.

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