BHPW
RCI icon

Beverly Hills Private Wealth’s Rogers Communications RCI Stock Holding History

Beverly Hills Private Wealth’s Portfolio RCI Stock Details RCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,206
Closed -$213K – 364
2024
Q1 		$213K Sell
5,206
-241
-4% -$10.9K 0.05% 334
2023
Q4 		$255K Buy
+5,447
New +$227K 0.07% 279

Other funds holding RCI

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Beverly Hills Private Wealth's RCI Position: Q2 2024 in Review

Beverly Hills Private Wealth sold out of Rogers Communications (RCI) in Q2 2024, closing a stake of 5,206 shares — an estimated $213K sold.

Beverly Hills Private Wealth first reported a position in RCI in Q4 2023 and held it in 2 quarters. The position peaked at $255K in Q4 2023. 271 funds tracked by Wall St. Rank hold RCI as of Q2 2024.

  • Beverly Hills Private Wealth reported no remaining Rogers Communications position as of Q2 2024 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 5,206 Rogers Communications shares in Q2 2024, an estimated $213K.
  • Beverly Hills Private Wealth first reported a position in Rogers Communications in Q4 2023 and held it in 2 quarters.
  • Beverly Hills Private Wealth's Rogers Communications position peaked at $255K in Q4 2023.
  • 271 funds tracked by Wall St. Rank held Rogers Communications as of Q2 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2024, filed 8 Aug 2024.