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Bogart Wealth LLC’s Rogers Communications RCI Stock Holding History

Bogart Wealth LLC’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
2023
Q1 		– Sell
-28
Closed -$1.31K – 1186
2022
Q4 		$1.31K Buy
+28
New +$1.19K ﹤0.01% 838

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Bank of Montreal
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Bogart Wealth LLC's RCI Position: Q1 2023 in Review

Bogart Wealth LLC sold out of Rogers Communications (RCI) in Q1 2023, closing a stake of 28 shares — an estimated $1.31K sold.

Bogart Wealth LLC first reported a position in RCI in Q4 2022 and held it in 1 quarter. The position peaked at $1.31K in Q4 2022. 283 funds tracked by Wall St. Rank hold RCI as of Q1 2023.

  • Bogart Wealth LLC reported no remaining Rogers Communications position as of Q1 2023 after selling out during the quarter.
  • Bogart Wealth LLC sold 28 Rogers Communications shares in Q1 2023, an estimated $1.31K.
  • Bogart Wealth LLC first reported a position in Rogers Communications in Q4 2022 and held it in 1 quarter.
  • Bogart Wealth LLC's Rogers Communications position peaked at $1.31K in Q4 2022.
  • 283 funds tracked by Wall St. Rank held Rogers Communications as of Q1 2023.

Based on Bogart Wealth LLC's 13F filing for Q1 2023, filed 21 Apr 2023.