Compass Wealth Management’s BCE BCE Stock Holding History

Compass Wealth 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
2025 Q2	–	Sell	-200	Closed	-$4.59K	–	179
2025 Q1	$4.59K	Hold	200	–	–	﹤0.01%	385
2024 Q4	$4.63K	Hold	200	–	–	﹤0.01%	368
2024 Q3	$6.96K	Hold	200	–	–	﹤0.01%	363
2024 Q2	$6.48K	Hold	200	–	–	﹤0.01%	370
2024 Q1	$6.8K	Hold	200	–	–	﹤0.01%	360
2023 Q4	$7.88K	Sell	200 -17	-8%	-$658	﹤0.01%	347
2023 Q3	$8.28K	Buy	217 +17	+9%	+$714	﹤0.01%	354
2023 Q2	$9.12K	Hold	200	–	–	﹤0.01%	359
2023 Q1	$8.96K	Hold	200	–	–	﹤0.01%	367
2022 Q4	$8.79K	Buy	+200	New	+$9.01K	﹤0.01%	361

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

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Compass Wealth Management's BCE Position: Q2 2025 in Review

Compass Wealth Management sold out of BCE (BCE) in Q2 2025, closing a stake of 200 shares — an estimated $4.59K sold.

Compass Wealth Management first reported a position in BCE in Q4 2022 and held it in 10 quarters. The position peaked at $9.12K in Q2 2023. 391 funds tracked by Wall St. Rank hold BCE as of Q2 2025.

Compass Wealth Management reported no remaining BCE position as of Q2 2025 after selling out during the quarter.
Compass Wealth Management sold 200 BCE shares in Q2 2025, an estimated $4.59K.
Compass Wealth Management first reported a position in BCE in Q4 2022 and held it in 10 quarters.
Compass Wealth Management's BCE position peaked at $9.12K in Q2 2023.
391 funds tracked by Wall St. Rank held BCE as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.