AE Wealth Management’s BCE BCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,559
| Closed | -$472K | – | 2125 |
|
|
2024
Q3 | $472K | Sell |
13,559
-824
| -6% | -$28.1K | ﹤0.01% | 901 |
|
|
2024
Q2 | $466K | Buy |
14,383
+367
| +3% | +$12.2K | ﹤0.01% | 902 |
|
|
2024
Q1 | $476K | Sell |
14,016
-70,696
| -83% | -$2.69M | 0.01% | 834 |
|
|
2023
Q4 | $3.45M | Buy |
84,712
+37,253
| +78% | +$1.44M | 0.02% | 716 |
|
|
2023
Q3 | $1.81M | Sell |
47,459
-22,327
| -32% | -$938K | 0.01% | 882 |
|
|
2023
Q2 | $3.18M | Sell |
69,786
-42,082
| -38% | -$1.96M | 0.02% | 692 |
|
|
2023
Q1 | $5.01M | Buy |
111,868
+12,313
| +12% | +$556K | 0.03% | 506 |
|
|
2022
Q4 | $4.38M | Buy |
99,555
+16,129
| +19% | +$726K | 0.03% | 506 |
|
|
2022
Q3 | $3.5M | Buy |
83,426
+8,977
| +12% | +$436K | 0.03% | 520 |
|
|
2022
Q2 | $3.66M | Buy |
74,449
+3,768
| +5% | +$202K | 0.03% | 473 |
|
|
2022
Q1 | $3.92M | Sell |
70,681
-727
| -1% | -$38.6K | 0.03% | 514 |
|
|
2021
Q4 | $3.72M | Buy |
71,408
+10,874
| +18% | +$556K | 0.03% | 503 |
|
|
2021
Q3 | $3.03M | Buy |
60,534
+9,878
| +20% | +$500K | 0.03% | 508 |
|
|
2021
Q2 | $2.5M | Buy |
50,656
+18,812
| +59% | +$911K | 0.02% | 566 |
|
|
2021
Q1 | $1.44M | Sell |
31,844
-7
| -0% | -$309 | 0.01% | 664 |
|
|
2020
Q4 | $1.36M | Sell |
31,851
-6,337
| -17% | -$271K | 0.02% | 610 |
|
|
2020
Q3 | $1.58M | Sell |
38,188
-1,911
| -5% | -$80.8K | 0.02% | 499 |
|
|
2020
Q2 | $1.68M | Buy |
40,099
+7,480
| +23% | +$308K | 0.03% | 462 |
|
|
2020
Q1 | $1.33M | Sell |
32,619
-1,415
| -4% | -$63.4K | 0.03% | 415 |
|
|
2019
Q4 | $1.58M | Buy |
34,034
+8,421
| +33% | +$403K | 0.03% | 412 |
|
|
2019
Q3 | $1.24M | Sell |
25,613
-5,637
| -18% | -$264K | 0.04% | 394 |
|
|
2019
Q2 | $1.42M | Buy |
31,250
+12,775
| +69% | +$577K | 0.04% | 315 |
|
|
2019
Q1 | $820K | Sell |
18,475
-4,435
| -19% | -$191K | 0.06% | 239 |
|
|
2018
Q4 | $906K | Sell |
22,910
-20,364
| -47% | -$834K | 0.16% | 158 |
|
|
2018
Q3 | $1.75M | Buy |
43,274
+22,081
| +104% | +$909K | 0.1% | 148 |
|
|
2018
Q2 | $858K | Buy |
21,193
+15
| +0.1% | +$630 | 0.06% | 185 |
|
|
2018
Q1 | $912K | Sell |
21,178
-899
| -4% | -$40.4K | 0.07% | 180 |
|
|
2017
Q4 | $1.06M | Buy |
22,077
+1,180
| +6% | +$56.2K | 0.09% | 154 |
|
|
2017
Q3 | $979K | Sell |
20,897
-4,452
| -18% | -$208K | 0.09% | 148 |
|
|
2017
Q2 | $1.14M | Buy |
25,349
+65
| +0.3% | +$2.93K | 0.14% | 127 |
|
|
2017
Q1 | $1.12M | Buy |
25,284
+6,569
| +35% | +$289K | 0.21% | 88 |
|
|
2016
Q4 | $809K | Buy |
+18,715
| New | +$826K | 0.33% | 80 |
|
Other funds holding BCE
AE Wealth Management's BCE Position: Q4 2024 in Review
AE Wealth Management sold out of BCE (BCE) in Q4 2024, closing a stake of 13,559 shares — an estimated $472K sold.
AE Wealth Management first reported a position in BCE in Q4 2016 and held it in 32 quarters. The position peaked at $5.01M in Q1 2023. 430 funds tracked by Wall St. Rank hold BCE as of Q4 2024.
- AE Wealth Management reported no remaining BCE position as of Q4 2024 after selling out during the quarter.
- AE Wealth Management sold 13,559 BCE shares in Q4 2024, an estimated $472K.
- AE Wealth Management first reported a position in BCE in Q4 2016 and held it in 32 quarters.
- AE Wealth Management's BCE position peaked at $5.01M in Q1 2023.
- 430 funds tracked by Wall St. Rank held BCE as of Q4 2024.
Based on AE Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.