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Beaumont Financial Advisors’s BCE BCE Stock Holding History

Beaumont Financial 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
2024
Q1 		– Sell
-5,365
Closed -$211K – 366
2023
Q4 		$211K Sell
5,365
-2,735
-34% -$106K 0.02% 321
2023
Q3 		$309K Hold
8,100
– – 0.03% 239
2023
Q2 		$369K Buy
8,100
+7
+0.1% +$326 0.03% 235
2023
Q1 		$362K Sell
8,093
-365
-4% -$16.5K 0.04% 218
2022
Q4 		$372K Sell
8,458
-42
-0.5% -$1.89K 0.04% 211
2022
Q3 		$356K Hold
8,500
– – 0.03% 209
2022
Q2 		$418K Hold
8,500
– – 0.04% 196
2022
Q1 		$471K Hold
8,500
– – 0.04% 219
2021
Q4 		$442K Hold
8,500
– – 0.03% 230
2021
Q3 		$426K Hold
8,500
– – 0.03% 223
2021
Q2 		$419K Sell
8,500
-880
-9% -$42.6K 0.03% 243
2021
Q1 		$423K Sell
9,380
-110
-1% -$4.85K 0.04% 219
2020
Q4 		$406K Buy
9,490
+260
+3% +$11.1K 0.04% 223
2020
Q3 		$383K Sell
9,230
-495
-5% -$20.9K 0.04% 226
2020
Q2 		$406K Sell
9,725
-495
-5% -$20.4K 0.04% 203
2020
Q1 		$418K Sell
10,220
-100
-1% -$4.48K 0.05% 162
2019
Q4 		$478K Sell
10,320
-715
-6% -$34.2K 0.05% 184
2019
Q3 		$534K Hold
11,035
– – 0.05% 163
2019
Q2 		$502K Sell
11,035
-215
-2% -$9.7K 0.05% 151
2019
Q1 		$499K Sell
11,250
-225
-2% -$9.71K 0.05% 154
2018
Q4 		$454K Sell
11,475
-100
-0.9% -$4.09K 0.07% 134
2018
Q3 		$469K Hold
11,575
– – 0.05% 153
2018
Q2 		$469K Sell
11,575
-1,255
-10% -$52.7K 0.05% 138
2018
Q1 		$552K Buy
12,830
+960
+8% +$43.1K 0.06% 128
2017
Q4 		$570K Hold
11,870
– – 0.07% 113
2017
Q3 		$556K Hold
11,870
– – 0.07% 112
2017
Q2 		$535K Sell
11,870
-1,430
-11% -$64.5K 0.07% 112
2017
Q1 		$589K Sell
13,300
-280
-2% -$12.3K 0.08% 109
2016
Q4 		$587K Hold
13,580
– – 0.09% 92
2016
Q3 		$627K Sell
13,580
-225
-2% -$10.7K 0.1% 96
2016
Q2 		$653K Sell
13,805
-8,295
-38% -$384K 0.11% 91
2016
Q1 		$936K Buy
22,100
+7,150
+48% +$299K 0.15% 79
2015
Q4 		$577K Sell
14,950
-3,470
-19% -$146K 0.1% 75
2015
Q3 		$783K Hold
18,420
– – 0.11% 85
2015
Q2 		$783K Sell
18,420
-4,480
-20% -$197K 0.11% 85
2015
Q1 		$970K Sell
22,900
-8,225
-26% -$367K 0.03% 96
2014
Q4 		$1.43M Sell
31,125
-1,375
-4% -$61.7K 0.07% 91
2014
Q3 		$1.39M Sell
32,500
-17,210
-35% -$769K 0.09% 96
2014
Q2 		$2.25M Sell
49,710
-144,984
-74% -$6.53M 0.16% 89
2014
Q1 		$8.4M Sell
194,694
-18,825
-9% -$801K 0.69% 48
2013
Q4 		$9.24M Buy
213,519
+874
+0.4% +$38K 0.76% 51
2013
Q3 		$9.08M Buy
212,645
+24,937
+13% +$1.04M 0.81% 49
2013
Q2 		$7.7M Buy
+187,708
New +$8.5M 0.71% 47

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

Beaumont Financial Advisors's BCE Position: Q1 2024 in Review

Beaumont Financial Advisors sold out of BCE (BCE) in Q1 2024, closing a stake of 5,365 shares — an estimated $211K sold.

Beaumont Financial Advisors first reported a position in BCE in Q2 2013 and held it in 43 quarters. The position peaked at $9.24M in Q4 2013. 539 funds tracked by Wall St. Rank hold BCE as of Q1 2024.

  • Beaumont Financial Advisors reported no remaining BCE position as of Q1 2024 after selling out during the quarter.
  • Beaumont Financial Advisors sold 5,365 BCE shares in Q1 2024, an estimated $211K.
  • Beaumont Financial Advisors first reported a position in BCE in Q2 2013 and held it in 43 quarters.
  • Beaumont Financial Advisors's BCE position peaked at $9.24M in Q4 2013.
  • 539 funds tracked by Wall St. Rank held BCE as of Q1 2024.

Based on Beaumont Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.