Beverly Hills Private Wealth’s BCE BCE Stock Holding History

Beverly Hills Private Wealth’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 Q4	–	Sell	-16,511	Closed	-$575K	–	338
2024 Q3	$575K	Sell	16,511 -2,909	-15%	-$99.3K	0.12%	169
2024 Q2	$629K	Sell	19,420 -1,404	-7%	-$46.8K	0.14%	160
2024 Q1	$708K	Buy	20,824 +9,137	+78%	+$348K	0.16%	141
2023 Q4	$460K	Sell	11,687 -10,918	-48%	-$423K	0.12%	182
2023 Q3	$864K	Sell	22,605 -13,903	-38%	-$584K	0.26%	94
2023 Q2	$1.53M	Buy	36,508 +19,641	+116%	+$914K	0.25%	91
2023 Q1	$755K	Buy	16,867 +7,161	+74%	+$324K	0.23%	104
2022 Q4	$427K	Buy	+9,706	New	+$437K	0.19%	125

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Beverly Hills Private Wealth's BCE Position: Q4 2024 in Review

Beverly Hills Private Wealth sold out of BCE (BCE) in Q4 2024, closing a stake of 16,511 shares — an estimated $575K sold.

Beverly Hills Private Wealth first reported a position in BCE in Q4 2022 and held it in 8 quarters. The position peaked at $1.53M in Q2 2023. 430 funds tracked by Wall St. Rank hold BCE as of Q4 2024.

Beverly Hills Private Wealth reported no remaining BCE position as of Q4 2024 after selling out during the quarter.
Beverly Hills Private Wealth sold 16,511 BCE shares in Q4 2024, an estimated $575K.
Beverly Hills Private Wealth first reported a position in BCE in Q4 2022 and held it in 8 quarters.
Beverly Hills Private Wealth's BCE position peaked at $1.53M in Q2 2023.
430 funds tracked by Wall St. Rank held BCE as of Q4 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.