Concord Wealth Partners’s BCE BCE Stock Holding History

Concord 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
2023 Q4	–	Sell	-230	Closed	-$8.78K	–	831
2023 Q3	$8.78K	Hold	230	–	–	﹤0.01%	636
2023 Q2	$10.5K	Sell	230 -551	-71%	-$25.7K	﹤0.01%	597
2023 Q1	$35K	Hold	781	–	–	0.01%	401
2022 Q4	$34.3K	Buy	+781	New	+$35.2K	0.01%	437
2022 Q3	–	Sell	-781	Closed	-$38K	–	248
2022 Q2	$38K	Sell	781 -869	-53%	-$46.6K	0.01%	415
2022 Q1	$92K	Buy	1,650 +861	+109%	+$45.7K	0.02%	314
2021 Q4	$41K	Buy	789 +559	+243%	+$28.6K	0.01%	488
2021 Q3	$12K	Hold	230	–	–	﹤0.01%	444
2021 Q2	$11K	Hold	230	–	–	﹤0.01%	607
2021 Q1	$10K	Buy	+230	New	+$10.1K	﹤0.01%	581

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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

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

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

Concord Wealth Partners's BCE Position: Q4 2023 in Review

Concord Wealth Partners sold out of BCE (BCE) in Q4 2023, closing a stake of 230 shares — an estimated $8.78K sold.

Concord Wealth Partners first reported a position in BCE in Q1 2021 and held it in 10 quarters. The position peaked at $92K in Q1 2022. 537 funds tracked by Wall St. Rank hold BCE as of Q4 2023.

Concord Wealth Partners reported no remaining BCE position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 230 BCE shares in Q4 2023, an estimated $8.78K.
Concord Wealth Partners first reported a position in BCE in Q1 2021 and held it in 10 quarters.
Concord Wealth Partners's BCE position peaked at $92K in Q1 2022.
537 funds tracked by Wall St. Rank held BCE as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.