Charter Oak Capital Management’s BCE BCE Stock Holding History

Charter Oak Capital Management’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
2022 Q3	–	Sell	-100	Closed	-$5K	–	230
2022 Q2	$5K	Hold	100	–	–	﹤0.01%	694
2022 Q1	$5K	Hold	100	–	–	﹤0.01%	739
2021 Q4	$5K	Hold	100	–	–	﹤0.01%	694
2021 Q3	$5K	Hold	100	–	–	﹤0.01%	661
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	653
2021 Q1	$5K	Hold	100	–	–	﹤0.01%	624
2020 Q4	$5K	Buy	+100	New	+$4.28K	﹤0.01%	590

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

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 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 $303B AUM 30.15% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Charter Oak Capital Management's BCE Position: Q3 2022 in Review

Charter Oak Capital Management sold out of BCE (BCE) in Q3 2022, closing a stake of 100 shares — an estimated $5K sold.

Charter Oak Capital Management first reported a position in BCE in Q4 2020 and held it in 7 quarters. The position peaked at $5K in Q2 2022. 573 funds tracked by Wall St. Rank hold BCE as of Q3 2022.

Charter Oak Capital Management reported no remaining BCE position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 100 BCE shares in Q3 2022, an estimated $5K.
Charter Oak Capital Management first reported a position in BCE in Q4 2020 and held it in 7 quarters.
Charter Oak Capital Management's BCE position peaked at $5K in Q2 2022.
573 funds tracked by Wall St. Rank held BCE as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.