Beacon Pointe Advisors’s BCE BCE Stock Holding History

Beacon Pointe Advisors’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
2023 Q3	–	Sell	-5,515	Closed	-$251K	–	1334
2023 Q2	$251K	Buy	5,515 +618	+13%	+$28.8K	﹤0.01%	939
2023 Q1	$219K	Sell	4,897 -167	-3%	-$7.54K	﹤0.01%	1030
2022 Q4	$223K	Buy	5,064 +221	+5%	+$9.95K	﹤0.01%	959
2022 Q3	$205K	Sell	4,843 -759	-14%	-$36.9K	﹤0.01%	923
2022 Q2	$275K	Sell	5,602 -6,531	-54%	-$351K	0.01%	854
2022 Q1	$673K	Buy	+12,133	New	+$643K	0.01%	723

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Beacon Pointe Advisors's BCE Position: Q3 2023 in Review

Beacon Pointe Advisors sold out of BCE (BCE) in Q3 2023, closing a stake of 5,515 shares — an estimated $251K sold.

Beacon Pointe Advisors first reported a position in BCE in Q1 2022 and held it in 6 quarters. The position peaked at $673K in Q1 2022. 562 funds tracked by Wall St. Rank hold BCE as of Q3 2023.

Beacon Pointe Advisors reported no remaining BCE position as of Q3 2023 after selling out during the quarter.
Beacon Pointe Advisors sold 5,515 BCE shares in Q3 2023, an estimated $251K.
Beacon Pointe Advisors first reported a position in BCE in Q1 2022 and held it in 6 quarters.
Beacon Pointe Advisors's BCE position peaked at $673K in Q1 2022.
562 funds tracked by Wall St. Rank held BCE as of Q3 2023.

Based on Beacon Pointe Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.