Carolinas Wealth Consulting’s BCE BCE Stock Holding History

Carolinas Wealth Consulting’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	-55	Closed	-$1.95K	–	1062
2024 Q3	$1.95K	Hold	55	–	–	﹤0.01%	824
2024 Q2	$1.78K	Buy	55 +27	+96%	+$900	﹤0.01%	821
2024 Q1	$951	Buy	+28	New	+$1.07K	﹤0.01%	907
2023 Q4	–	Sell	-67	Closed	-$2.49K	–	999
2023 Q3	$2.49K	Hold	67	–	–	﹤0.01%	715
2023 Q2	$3.1K	Hold	67	–	–	﹤0.01%	757
2023 Q1	$3.05K	Hold	67	–	–	﹤0.01%	763
2022 Q4	$2.99K	Buy	67 +7	+12%	+$315	﹤0.01%	767
2022 Q3	$3K	Hold	60	–	–	﹤0.01%	706
2022 Q2	$3K	Hold	60	–	–	﹤0.01%	710
2022 Q1	$3K	Sell	60 -1	-2%	-$53	﹤0.01%	748
2021 Q4	$3K	Hold	61	–	–	﹤0.01%	763
2021 Q3	$3K	Hold	61	–	–	﹤0.01%	728
2021 Q2	$3K	Hold	61	–	–	﹤0.01%	750
2021 Q1	$3K	Hold	61	–	–	﹤0.01%	759
2020 Q4	$3K	Sell	61 -47	-44%	-$2.01K	﹤0.01%	690
2020 Q3	$4K	Hold	108	–	–	﹤0.01%	583
2020 Q2	$5K	Buy	+108	New	+$4.45K	﹤0.01%	388

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 $115B AUM 41.58% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Carolinas Wealth Consulting's BCE Position: Q4 2024 in Review

Carolinas Wealth Consulting sold out of BCE (BCE) in Q4 2024, closing a stake of 55 shares — an estimated $1.95K sold.

Carolinas Wealth Consulting first reported a position in BCE in Q2 2020 and held it in 17 quarters. The position peaked at $5K in Q2 2020. 430 funds tracked by Wall St. Rank hold BCE as of Q4 2024.

Carolinas Wealth Consulting reported no remaining BCE position as of Q4 2024 after selling out during the quarter.
Carolinas Wealth Consulting sold 55 BCE shares in Q4 2024, an estimated $1.95K.
Carolinas Wealth Consulting first reported a position in BCE in Q2 2020 and held it in 17 quarters.
Carolinas Wealth Consulting's BCE position peaked at $5K in Q2 2020.
430 funds tracked by Wall St. Rank held BCE as of Q4 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2024, filed 27 Feb 2025.