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CFM Wealth Partners’s BCE BCE Stock Holding History

CFM Wealth Partners’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
-5,850
Closed -$204K – 142
2024
Q3 		$204K Sell
5,850
-1,586
-21% -$54.2K 0.04% 140
2024
Q2 		$241K Buy
7,436
+1,364
+22% +$45.5K 0.04% 137
2024
Q1 		$206K Buy
6,072
+803
+15% +$30.6K 0.04% 150
2023
Q4 		$207K Buy
+5,269
New +$204K 0.05% 156
2020
Q3 		– Sell
-2,650
Closed -$110K – 184
2020
Q2 		$110K Sell
2,650
-83
-3% -$3.42K 0.04% 192
2020
Q1 		$112K Buy
+2,733
New +$123K 0.05% 182

Other funds holding BCE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

CFM Wealth Partners's BCE Position: Q4 2024 in Review

CFM Wealth Partners sold out of BCE (BCE) in Q4 2024, closing a stake of 5,850 shares — an estimated $204K sold.

CFM Wealth Partners first reported a position in BCE in Q1 2020 and held it in 6 quarters. The position peaked at $241K in Q2 2024. 430 funds tracked by Wall St. Rank hold BCE as of Q4 2024.

  • CFM Wealth Partners reported no remaining BCE position as of Q4 2024 after selling out during the quarter.
  • CFM Wealth Partners sold 5,850 BCE shares in Q4 2024, an estimated $204K.
  • CFM Wealth Partners first reported a position in BCE in Q1 2020 and held it in 6 quarters.
  • CFM Wealth Partners's BCE position peaked at $241K in Q2 2024.
  • 430 funds tracked by Wall St. Rank held BCE as of Q4 2024.

Based on CFM Wealth Partners's 13F filing for Q4 2024, filed 24 Jan 2025.