Baker Tilly Wealth Management’s BCE BCE Stock Holding History

Baker Tilly 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
2024 Q1	–	Sell	-7,355	Closed	-$290K	–	416
2023 Q4	$290K	Sell	7,355 -598	-8%	-$23.1K	0.05%	388
2023 Q3	$304K	Sell	7,953 -22	-0.3%	-$924	0.05%	365
2023 Q2	$364K	Sell	7,975 -13	-0.2%	-$605	0.04%	420
2023 Q1	$358K	Buy	7,988 +22	+0.3%	+$994	0.04%	415
2022 Q4	$350K	Sell	7,966 -2,022	-20%	-$91.1K	0.04%	407
2022 Q3	$419K	Buy	9,988 +135	+1%	+$6.56K	0.06%	334
2022 Q2	$485K	Sell	9,853 -283	-3%	-$15.2K	0.06%	314
2022 Q1	$562K	Sell	10,136 -1,497	-13%	-$79.4K	0.06%	315
2021 Q4	$605K	Buy	11,633 +2,861	+33%	+$146K	0.06%	316
2021 Q3	$439K	Buy	8,772 +1,139	+15%	+$57.6K	0.06%	351
2021 Q2	$376K	Buy	+7,633	New	+$370K	0.06%	345

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Baker Tilly Wealth Management's BCE Position: Q1 2024 in Review

Baker Tilly Wealth Management sold out of BCE (BCE) in Q1 2024, closing a stake of 7,355 shares — an estimated $290K sold.

Baker Tilly Wealth Management first reported a position in BCE in Q2 2021 and held it in 11 quarters. The position peaked at $605K in Q4 2021. 539 funds tracked by Wall St. Rank hold BCE as of Q1 2024.

Baker Tilly Wealth Management reported no remaining BCE position as of Q1 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 7,355 BCE shares in Q1 2024, an estimated $290K.
Baker Tilly Wealth Management first reported a position in BCE in Q2 2021 and held it in 11 quarters.
Baker Tilly Wealth Management's BCE position peaked at $605K in Q4 2021.
539 funds tracked by Wall St. Rank held BCE as of Q1 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.