Concorde Asset Management’s BCE BCE Stock Holding History

Concorde Asset 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
2023 Q1	–	Sell	-49,180	Closed	-$2.16M	–	84
2022 Q4	$2.16M	Buy	49,180 +23,270	+90%	+$1.05M	1.92%	15
2022 Q3	$1.09M	Buy	+25,910	New	+$1.26M	1.22%	20
2022 Q2	–	Sell	-62,779	Closed	-$3.48M	–	116
2022 Q1	$3.48M	Buy	62,779 +35,024	+126%	+$1.86M	2.31%	4
2021 Q4	$1.45M	Sell	27,755 -1,253	-4%	-$64.1K	0.86%	33
2021 Q3	$1.45M	Sell	29,008 -30,787	-51%	-$1.56M	0.84%	29
2021 Q2	$2.95M	Buy	59,795 +12,012	+25%	+$582K	1.66%	13
2021 Q1	$2.16M	Buy	+47,783	New	+$2.11M	1.24%	17
2017 Q4	–	Sell	-4,325	Closed	-$202K	–	118
2017 Q3	$202K	Sell	4,325 -176	-4%	-$8.24K	0.17%	143
2017 Q2	$203K	Sell	4,501 -3,456	-43%	-$156K	0.27%	116
2017 Q1	$352K	Buy	7,957 +175	+2%	+$7.71K	0.58%	60
2016 Q4	$338K	Buy	7,782 +133	+2%	+$5.87K	0.61%	62
2016 Q3	$353K	Buy	7,649 +1,169	+18%	+$55.4K	0.44%	69
2016 Q2	$307K	Buy	+6,480	New	+$300K	0.31%	82

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Concorde Asset Management's BCE Position: Q1 2023 in Review

Concorde Asset Management sold out of BCE (BCE) in Q1 2023, closing a stake of 49,180 shares — an estimated $2.16M sold.

Concorde Asset Management first reported a position in BCE in Q2 2016 and held it in 13 quarters. The position peaked at $3.48M in Q1 2022. 583 funds tracked by Wall St. Rank hold BCE as of Q1 2023.

Concorde Asset Management reported no remaining BCE position as of Q1 2023 after selling out during the quarter.
Concorde Asset Management sold 49,180 BCE shares in Q1 2023, an estimated $2.16M.
Concorde Asset Management first reported a position in BCE in Q2 2016 and held it in 13 quarters.
Concorde Asset Management's BCE position peaked at $3.48M in Q1 2022.
583 funds tracked by Wall St. Rank held BCE as of Q1 2023.

Based on Concorde Asset Management's 13F filing for Q1 2023, filed 9 May 2023.