Continuum Advisory’s BCE BCE Stock Holding History

Continuum Advisory’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	-7,923	Closed	-$303K	–	452
2023 Q3	$303K	Sell	7,923 -203	-2%	-$8.53K	0.05%	363
2023 Q2	$370K	Buy	8,126 +114	+1%	+$5.31K	0.06%	328
2023 Q1	$359K	Buy	8,012 +829	+12%	+$37.5K	0.06%	314
2022 Q4	$316K	Buy	7,183 +992	+16%	+$44.7K	0.06%	339
2022 Q3	$260K	Sell	6,191 -682	-10%	-$33.1K	0.05%	337
2022 Q2	$338K	Sell	6,873 -512	-7%	-$27.5K	0.06%	311
2022 Q1	$393K	Buy	7,385 +2,971	+67%	+$158K	0.07%	274
2021 Q4	$230K	Buy	4,414 +330	+8%	+$16.9K	0.05%	270
2021 Q3	$204K	Sell	4,084 -200	-5%	-$10.1K	0.05%	275
2021 Q2	$211K	Buy	+4,284	New	+$207K	0.07%	256

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

Continuum Advisory's BCE Position: Q4 2023 in Review

Continuum Advisory sold out of BCE (BCE) in Q4 2023, closing a stake of 7,923 shares — an estimated $303K sold.

Continuum Advisory first reported a position in BCE in Q2 2021 and held it in 10 quarters. The position peaked at $393K in Q1 2022. 537 funds tracked by Wall St. Rank hold BCE as of Q4 2023.

Continuum Advisory reported no remaining BCE position as of Q4 2023 after selling out during the quarter.
Continuum Advisory sold 7,923 BCE shares in Q4 2023, an estimated $303K.
Continuum Advisory first reported a position in BCE in Q2 2021 and held it in 10 quarters.
Continuum Advisory's BCE position peaked at $393K in Q1 2022.
537 funds tracked by Wall St. Rank held BCE as of Q4 2023.

Based on Continuum Advisory's 13F filing for Q4 2023, filed 14 Feb 2024.