Cary Street Partners Investment Advisory’s BCE BCE Stock Holding History

Cary Street Partners Investment Advisory’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
2023 Q4	–	Sell	-1,744	Closed	-$66.6K	–	735
2023 Q3	$66.6K	Buy	1,744 +1,040	+148%	+$43.7K	﹤0.01%	792
2023 Q2	$32.1K	Buy	704 +85	+14%	+$3.96K	﹤0.01%	922
2023 Q1	$27.7K	Sell	619 -99	-14%	-$4.47K	﹤0.01%	889
2022 Q4	$31.6K	Buy	+718	New	+$32.3K	﹤0.01%	850
2021 Q2	–	Sell	-38,846	Closed	-$104K	–	318
2021 Q1	$104K	Buy	38,846 +33,556	+634%	+$1.48M	0.04%	234
2020 Q4	$226K	Buy	+5,290	New	+$226K	0.04%	307

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cary Street Partners Investment Advisory's BCE Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of BCE (BCE) in Q4 2023, closing a stake of 1,744 shares — an estimated $66.6K sold.

Cary Street Partners Investment Advisory first reported a position in BCE in Q4 2020 and held it in 6 quarters. The position peaked at $226K in Q4 2020. 537 funds tracked by Wall St. Rank hold BCE as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining BCE position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 1,744 BCE shares in Q4 2023, an estimated $66.6K.
Cary Street Partners Investment Advisory first reported a position in BCE in Q4 2020 and held it in 6 quarters.
Cary Street Partners Investment Advisory's BCE position peaked at $226K in Q4 2020.
537 funds tracked by Wall St. Rank held BCE as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.