Cresset Asset Management’s BCE BCE Stock Holding History

Cresset 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
2024 Q4	–	Sell	-8,699	Closed	-$309K	–	1802
2024 Q3	$309K	Buy	8,699 +1,112	+15%	+$38K	﹤0.01%	1787
2024 Q2	$250K	Buy	+7,587	New	+$253K	﹤0.01%	1794
2023 Q3	–	Sell	-5,008	Closed	-$232K	–	1824
2023 Q2	$232K	Buy	+5,008	New	+$233K	﹤0.01%	1663
2020 Q1	–	Sell	-7,362	Closed	-$341K	–	602
2019 Q4	$341K	Buy	7,362 +34	+0.5%	+$1.63K	0.01%	383
2019 Q3	$359K	Buy	+7,328	New	+$343K	0.01%	335
2019 Q2	–	Sell	-2,777	Closed	-$125K	–	598
2019 Q1	$125K	Buy	2,777 +460	+20%	+$19.8K	﹤0.01%	493
2018 Q4	$93K	Buy	+2,317	New	+$94.8K	0.01%	341

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

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

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Cresset Asset Management's BCE Position: Q4 2024 in Review

Cresset Asset Management sold out of BCE (BCE) in Q4 2024, closing a stake of 8,699 shares — an estimated $309K sold.

Cresset Asset Management first reported a position in BCE in Q4 2018 and held it in 7 quarters. The position peaked at $359K in Q3 2019. 430 funds tracked by Wall St. Rank hold BCE as of Q4 2024.

Cresset Asset Management reported no remaining BCE position as of Q4 2024 after selling out during the quarter.
Cresset Asset Management sold 8,699 BCE shares in Q4 2024, an estimated $309K.
Cresset Asset Management first reported a position in BCE in Q4 2018 and held it in 7 quarters.
Cresset Asset Management's BCE position peaked at $359K in Q3 2019.
430 funds tracked by Wall St. Rank held BCE as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.