BerganKDV Wealth Management’s BCE BCE Stock Holding History

BerganKDV 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
2022 Q1	–	Sell	-2,529	Closed	-$132K	–	996
2021 Q4	$132K	Buy	+2,529	New	+$129K	0.01%	301
2020 Q3	–	Sell	-286	Closed	-$12K	–	909
2020 Q2	$12K	Buy	286 +199	+229%	+$8.19K	﹤0.01%	511
2020 Q1	$4K	Hold	87	–	–	﹤0.01%	597
2019 Q4	$4K	Hold	87	–	–	﹤0.01%	643
2019 Q3	$4K	Hold	87	–	–	﹤0.01%	575
2019 Q2	$4K	Hold	87	–	–	﹤0.01%	598
2019 Q1	$4K	Hold	87	–	–	﹤0.01%	601
2018 Q4	$3K	Buy	+87	New	+$3.56K	﹤0.01%	584

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

BerganKDV Wealth Management's BCE Position: Q1 2022 in Review

BerganKDV Wealth Management sold out of BCE (BCE) in Q1 2022, closing a stake of 2,529 shares — an estimated $132K sold.

BerganKDV Wealth Management first reported a position in BCE in Q4 2018 and held it in 8 quarters. The position peaked at $132K in Q4 2021. 607 funds tracked by Wall St. Rank hold BCE as of Q1 2022.

BerganKDV Wealth Management reported no remaining BCE position as of Q1 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 2,529 BCE shares in Q1 2022, an estimated $132K.
BerganKDV Wealth Management first reported a position in BCE in Q4 2018 and held it in 8 quarters.
BerganKDV Wealth Management's BCE position peaked at $132K in Q4 2021.
607 funds tracked by Wall St. Rank held BCE as of Q1 2022.

Based on BerganKDV Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.