Baystate Wealth Management’s Pembina Pipeline PBA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$34.4K	Buy	+1,000	New	+$32K	﹤0.01%	443

Other funds holding PBA

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

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

Baystate Wealth Management opened a new position in Pembina Pipeline (PBA) in Q4 2023: 1,000 shares worth $34.4K. The stake represents ﹤0.01% of the portfolio and ranks #443 among its holdings.

367 funds tracked by Wall St. Rank hold PBA as of Q4 2023.

Baystate Wealth Management held 1,000 shares of Pembina Pipeline worth $34.4K as of Q4 2023.
Pembina Pipeline was a new Baystate Wealth Management position in Q4 2023.
Pembina Pipeline made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #443 holding.
367 funds tracked by Wall St. Rank held Pembina Pipeline as of Q4 2023.

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