Cerro Pacific Wealth Advisors’s BCE BCE Stock Holding History

Cerro Pacific Wealth Advisors’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	-11,483	Closed	-$372K	–	164
2024 Q3	$372K	Hold	11,483	–	–	0.14%	112
2024 Q2	$372K	Buy	+11,483	New	+$383K	0.14%	112
2023 Q1	$550K	Buy	12,286 +4,823	+65%	+$218K	0.3%	82
2022 Q4	$328K	Buy	7,463 +276	+4%	+$12.4K	0.17%	125
2022 Q3	$301K	Buy	7,187 +718	+11%	+$34.9K	0.18%	120
2022 Q2	$318K	Buy	+6,469	New	+$347K	0.2%	118

Other funds holding BCE

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 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 $181B AUM 41.77% 1-Year Est. Return

Cerro Pacific Wealth Advisors's BCE Position: Q4 2024 in Review

Cerro Pacific Wealth Advisors sold out of BCE (BCE) in Q4 2024, closing a stake of 11,483 shares — an estimated $372K sold.

Cerro Pacific Wealth Advisors first reported a position in BCE in Q2 2022 and held it in 6 quarters. The position peaked at $550K in Q1 2023. 429 funds tracked by Wall St. Rank hold BCE as of Q4 2024.

Cerro Pacific Wealth Advisors reported no remaining BCE position as of Q4 2024 after selling out during the quarter.
Cerro Pacific Wealth Advisors sold 11,483 BCE shares in Q4 2024, an estimated $372K.
Cerro Pacific Wealth Advisors first reported a position in BCE in Q2 2022 and held it in 6 quarters.
Cerro Pacific Wealth Advisors's BCE position peaked at $550K in Q1 2023.
429 funds tracked by Wall St. Rank held BCE as of Q4 2024.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.