Capital Analysts LLC’s BCE BCE Stock Holding History

Capital Analysts LLC’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	-256	Closed	-$9K	–	1303
2024 Q3	$9K	Hold	256	–	–	﹤0.01%	1040
2024 Q2	$8K	Sell	256 -324	-56%	-$10.8K	﹤0.01%	979
2024 Q1	$20K	Buy	580 +390	+205%	+$14.8K	﹤0.01%	817
2023 Q4	$7K	Hold	190	–	–	﹤0.01%	930
2023 Q3	$7K	Buy	+190	New	+$7.98K	﹤0.01%	925
2022 Q4	–	Sell	-295	Closed	-$12K	–	1067
2022 Q3	$12K	Buy	295 +4	+1%	+$194	﹤0.01%	772
2022 Q2	$14K	Buy	+291	New	+$15.6K	﹤0.01%	748
2022 Q1	–	Sell	-284	Closed	-$15K	–	942
2021 Q4	$15K	Buy	284 +4	+1%	+$204	﹤0.01%	759
2021 Q3	$14K	Buy	280 +223	+391%	+$11.3K	﹤0.01%	743
2021 Q2	$3K	Hold	57	–	–	﹤0.01%	843
2021 Q1	$3K	Hold	57	–	–	﹤0.01%	910
2020 Q4	$2K	Buy	+57	New	+$2.44K	﹤0.01%	683
2013 Q3	–	Sell	-98	Closed	-$4.02K	–	309
2013 Q2	$4.02K	Buy	+98	New	+$4.44K	﹤0.01%	278

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

Capital Analysts LLC's BCE Position: Q4 2024 in Review

Capital Analysts LLC sold out of BCE (BCE) in Q4 2024, closing a stake of 256 shares — an estimated $9K sold.

Capital Analysts LLC first reported a position in BCE in Q2 2013 and held it in 13 quarters. The position peaked at $20K in Q1 2024. 430 funds tracked by Wall St. Rank hold BCE as of Q4 2024.

Capital Analysts LLC reported no remaining BCE position as of Q4 2024 after selling out during the quarter.
Capital Analysts LLC sold 256 BCE shares in Q4 2024, an estimated $9K.
Capital Analysts LLC first reported a position in BCE in Q2 2013 and held it in 13 quarters.
Capital Analysts LLC's BCE position peaked at $20K in Q1 2024.
430 funds tracked by Wall St. Rank held BCE as of Q4 2024.

Based on Capital Analysts LLC's 13F filing for Q4 2024, filed 14 Feb 2025.