Clearstead Advisors’s BCE BCE Stock Holding History

Clearstead 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 Q1	–	Sell	-1,108	Closed	-$43.6K	–	1551
2023 Q4	$43.6K	Sell	1,108 -1,108	-50%	-$42.9K	﹤0.01%	776
2023 Q3	$84.6K	Buy	2,216 +881	+66%	+$37K	﹤0.01%	776
2023 Q2	$60.9K	Buy	1,335 +227	+20%	+$10.6K	﹤0.01%	689
2023 Q1	$49.6K	Hold	1,108	–	–	﹤0.01%	667
2022 Q4	$48.7K	Hold	1,108	–	–	﹤0.01%	626
2022 Q3	$46K	Hold	1,108	–	–	﹤0.01%	623
2022 Q2	$54K	Sell	1,108 -568	-34%	-$30.5K	﹤0.01%	604
2022 Q1	$93K	Buy	1,676 +568	+51%	+$30.1K	0.01%	563
2021 Q4	$58K	Hold	1,108	–	–	﹤0.01%	631
2021 Q3	$55K	Sell	1,108 -98	-8%	-$4.96K	﹤0.01%	599
2021 Q2	$59K	Buy	1,206 +98	+9%	+$4.75K	﹤0.01%	522
2021 Q1	$50K	Hold	1,108	–	–	﹤0.01%	542
2020 Q4	$47K	Buy	+1,108	New	+$47.4K	﹤0.01%	516

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

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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

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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Clearstead Advisors's BCE Position: Q1 2024 in Review

Clearstead Advisors sold out of BCE (BCE) in Q1 2024, closing a stake of 1,108 shares — an estimated $43.6K sold.

Clearstead Advisors first reported a position in BCE in Q4 2020 and held it in 13 quarters. The position peaked at $93K in Q1 2022. 539 funds tracked by Wall St. Rank hold BCE as of Q1 2024.

Clearstead Advisors reported no remaining BCE position as of Q1 2024 after selling out during the quarter.
Clearstead Advisors sold 1,108 BCE shares in Q1 2024, an estimated $43.6K.
Clearstead Advisors first reported a position in BCE in Q4 2020 and held it in 13 quarters.
Clearstead Advisors's BCE position peaked at $93K in Q1 2022.
539 funds tracked by Wall St. Rank held BCE as of Q1 2024.

Based on Clearstead Advisors's 13F filing for Q1 2024, filed 14 May 2024.