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Clear Perspectives Financial Planning’s BCE BCE Stock Holding History

Clear Perspectives Financial Planning’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
Q3 		– Sell
-350
Closed -$17K – 211
2021
Q2 		$17K Buy
+350
New +$17K 0.01% 145

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Clear Perspectives Financial Planning's BCE Position: Q3 2021 in Review

Clear Perspectives Financial Planning sold out of BCE (BCE) in Q3 2021, closing a stake of 350 shares — an estimated $17K sold.

Clear Perspectives Financial Planning first reported a position in BCE in Q2 2021 and held it in 1 quarter. The position peaked at $17K in Q2 2021. 557 funds tracked by Wall St. Rank hold BCE as of Q3 2021.

  • Clear Perspectives Financial Planning reported no remaining BCE position as of Q3 2021 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 350 BCE shares in Q3 2021, an estimated $17K.
  • Clear Perspectives Financial Planning first reported a position in BCE in Q2 2021 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's BCE position peaked at $17K in Q2 2021.
  • 557 funds tracked by Wall St. Rank held BCE as of Q3 2021.

Based on Clear Perspectives Financial Planning's 13F filing for Q3 2021, filed 5 Nov 2021.