Capital Advisors Ltd’s BCE BCE Stock Holding History

Capital Advisors Ltd’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 Q2	–	Sell	-203	Closed	-$7K	–	1381
2024 Q1	$7K	Hold	203	–	–	﹤0.01%	782
2023 Q4	$8K	Hold	203	–	–	﹤0.01%	722
2023 Q3	$8K	Hold	203	–	–	﹤0.01%	716
2023 Q2	$9K	Hold	203	–	–	﹤0.01%	708
2023 Q1	$9K	Hold	203	–	–	﹤0.01%	572
2022 Q4	$9K	Hold	203	–	–	﹤0.01%	570
2022 Q3	$9K	Hold	203	–	–	﹤0.01%	544
2022 Q2	$10K	Hold	203	–	–	﹤0.01%	502
2022 Q1	$11K	Hold	203	–	–	﹤0.01%	510
2021 Q4	$11K	Hold	203	–	–	﹤0.01%	508
2021 Q3	$10K	Hold	203	–	–	﹤0.01%	429
2021 Q2	$10K	Hold	203	–	–	﹤0.01%	415
2021 Q1	$9K	Hold	203	–	–	﹤0.01%	412
2020 Q4	$9K	Hold	203	–	–	﹤0.01%	386
2020 Q3	$8K	Buy	+203	New	+$8.59K	﹤0.01%	390
2020 Q2	–	Sell	-203	Closed	-$8K	–	446
2020 Q1	$8K	Buy	+203	New	+$9.1K	﹤0.01%	376

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

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Capital Advisors Ltd's BCE Position: Q2 2024 in Review

Capital Advisors Ltd sold out of BCE (BCE) in Q2 2024, closing a stake of 203 shares — an estimated $7K sold.

Capital Advisors Ltd first reported a position in BCE in Q1 2020 and held it in 16 quarters. The position peaked at $11K in Q1 2022. 501 funds tracked by Wall St. Rank hold BCE as of Q2 2024.

Capital Advisors Ltd reported no remaining BCE position as of Q2 2024 after selling out during the quarter.
Capital Advisors Ltd sold 203 BCE shares in Q2 2024, an estimated $7K.
Capital Advisors Ltd first reported a position in BCE in Q1 2020 and held it in 16 quarters.
Capital Advisors Ltd's BCE position peaked at $11K in Q1 2022.
501 funds tracked by Wall St. Rank held BCE as of Q2 2024.

Based on Capital Advisors Ltd's 13F filing for Q2 2024, filed 25 Jul 2024.