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Alliance Wealth Advisors (Utah)’s BCE BCE Stock Holding History

Alliance Wealth Advisors (Utah)’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
2024
Q1 		– Sell
-43,355
Closed -$1.71M – 231
2023
Q4 		$1.71M Sell
43,355
-270
-0.6% -$10.5K 0.57% 55
2023
Q3 		$1.67M Buy
43,625
+2,564
+6% +$108K 0.62% 51
2023
Q2 		$1.87M Buy
41,061
+1,371
+3% +$63.8K 0.7% 51
2023
Q1 		$1.78M Buy
39,690
+1,058
+3% +$47.8K 0.72% 45
2022
Q4 		$1.7M Buy
+38,632
New +$1.74M 0.76% 44

Other funds holding BCE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s BCE Position: Q1 2024 in Review

Alliance Wealth Advisors (Utah) sold out of BCE (BCE) in Q1 2024, closing a stake of 43,355 shares — an estimated $1.71M sold.

Alliance Wealth Advisors (Utah) first reported a position in BCE in Q4 2022 and held it in 5 quarters. The position peaked at $1.87M in Q2 2023. 539 funds tracked by Wall St. Rank hold BCE as of Q1 2024.

  • Alliance Wealth Advisors (Utah) reported no remaining BCE position as of Q1 2024 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 43,355 BCE shares in Q1 2024, an estimated $1.71M.
  • Alliance Wealth Advisors (Utah) first reported a position in BCE in Q4 2022 and held it in 5 quarters.
  • Alliance Wealth Advisors (Utah)'s BCE position peaked at $1.87M in Q2 2023.
  • 539 funds tracked by Wall St. Rank held BCE as of Q1 2024.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2024, filed 13 May 2024.