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Buckingham Strategic Wealth’s BCE BCE Stock Holding History

Buckingham Strategic 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
2022
Q4 		– Sell
-7,496
Closed -$314K – 633
2022
Q3 		$314K Buy
7,496
+596
+9% +$29K 0.01% 461
2022
Q2 		$339K Buy
6,900
+300
+5% +$16.1K 0.01% 444
2022
Q1 		$366K Buy
6,600
+66
+1% +$3.5K 0.01% 424
2021
Q4 		$340K Buy
+6,534
New +$334K 0.01% 448

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Buckingham Strategic Wealth's BCE Position: Q4 2022 in Review

Buckingham Strategic Wealth sold out of BCE (BCE) in Q4 2022, closing a stake of 7,496 shares — an estimated $314K sold.

Buckingham Strategic Wealth first reported a position in BCE in Q4 2021 and held it in 4 quarters. The position peaked at $366K in Q1 2022. 597 funds tracked by Wall St. Rank hold BCE as of Q4 2022.

  • Buckingham Strategic Wealth reported no remaining BCE position as of Q4 2022 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 7,496 BCE shares in Q4 2022, an estimated $314K.
  • Buckingham Strategic Wealth first reported a position in BCE in Q4 2021 and held it in 4 quarters.
  • Buckingham Strategic Wealth's BCE position peaked at $366K in Q1 2022.
  • 597 funds tracked by Wall St. Rank held BCE as of Q4 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.