Carroll Financial Associates’s BCE BCE Stock Holding History

Carroll Financial Associates’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
2021 Q4	$36K	Hold	697	–	–	﹤0.01%	812
2021 Q3	$34K	Hold	697	–	–	﹤0.01%	848
2021 Q2	$34K	Hold	697	–	–	﹤0.01%	922
2021 Q1	$31K	Hold	697	–	–	﹤0.01%	894
2020 Q4	$29K	Hold	697	–	–	﹤0.01%	827
2020 Q3	$28K	Hold	697	–	–	﹤0.01%	781
2020 Q2	$29K	Hold	697	–	–	﹤0.01%	783
2020 Q1	$28K	Sell	697 -184	-21%	-$8.25K	﹤0.01%	710
2019 Q4	$40K	Buy	881 +184	+26%	+$8.81K	﹤0.01%	704
2019 Q3	$33K	Buy	697 +424	+155%	+$19.8K	﹤0.01%	705
2019 Q2	$12K	Hold	273	–	–	﹤0.01%	944
2019 Q1	$12K	Hold	273	–	–	﹤0.01%	885
2018 Q4	$11K	Sell	273 -60	-18%	-$2.46K	﹤0.01%	816
2018 Q3	$13K	Buy	333 +213	+178%	+$8.77K	﹤0.01%	821
2018 Q2	$4K	Buy	+120	New	+$5.04K	﹤0.01%	1083
2016 Q1	–	Sell	-120	Closed	-$4K	–	1122
2015 Q4	$4K	Buy	+120	New	+$5.06K	﹤0.01%	895
2015 Q3	–	Sell	-92	Closed	-$3.78K	–	1072
2015 Q2	$4K	Sell	92 -150	-62%	-$6.59K	﹤0.01%	881
2015 Q1	$10K	Buy	242 +150	+163%	+$6.68K	﹤0.01%	513
2014 Q4	$4K	Hold	92	–	–	﹤0.01%	595
2014 Q3	$4K	Hold	92	–	–	﹤0.01%	681
2014 Q2	$4K	Sell	92 -62	-40%	-$2.79K	﹤0.01%	732
2014 Q1	$7K	Buy	+154	New	+$6.55K	﹤0.01%	591
2013 Q4	–	Sell	-12	Closed	–	–	802
2013 Q3	$0	Buy	+12	New	+$499	﹤0.01%	798

Other funds holding BCE

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Carroll Financial Associates's BCE Position: Q4 2021 in Review

Carroll Financial Associates held its BCE (BCE) position steady in Q4 2021 at 697 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Carroll Financial Associates first reported a position in BCE in Q3 2013 and has held it in 23 quarters since. The position peaked at $40K in Q4 2019. 607 funds tracked by Wall St. Rank hold BCE as of Q4 2021.

Carroll Financial Associates held 697 shares of BCE worth $36K as of Q4 2021.
Carroll Financial Associates left its BCE share count unchanged in Q4 2021.
BCE made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #812 holding.
Carroll Financial Associates first reported a position in BCE in Q3 2013 and has held it in 23 quarters since.
Carroll Financial Associates's BCE position peaked at $40K in Q4 2019.
607 funds tracked by Wall St. Rank held BCE as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.