Curated Wealth Partners’s BCE BCE Stock Holding History

Curated 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 Q3	–	Sell	-4,979	Closed	-$227K	–	136
2023 Q2	$227K	Hold	4,979	–	–	0.04%	120
2023 Q1	$223K	Sell	4,979 -861	-15%	-$38.9K	0.05%	115
2022 Q4	$257K	Sell	5,840 -184	-3%	-$8.29K	0.06%	108
2022 Q3	$254K	Sell	6,024 -1,015	-14%	-$49.3K	0.07%	104
2022 Q2	$345K	Buy	7,039 +1,791	+34%	+$96.1K	0.1%	90
2022 Q1	$271K	Hold	5,248	–	–	0.09%	118
2021 Q4	$271K	Sell	5,248 -2,063	-28%	-$105K	0.09%	122
2021 Q3	$366K	Buy	7,311 +89	+1%	+$4.5K	0.2%	96
2021 Q2	$356K	Sell	7,222 -569	-7%	-$27.6K	0.19%	101
2021 Q1	$352K	Buy	7,791 +42	+0.5%	+$1.85K	0.22%	94
2020 Q4	$332K	Buy	+7,749	New	+$332K	0.22%	95

Other funds holding BCE

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Curated Wealth Partners's BCE Position: Q3 2023 in Review

Curated Wealth Partners sold out of BCE (BCE) in Q3 2023, closing a stake of 4,979 shares — an estimated $227K sold.

Curated Wealth Partners first reported a position in BCE in Q4 2020 and held it in 11 quarters. The position peaked at $366K in Q3 2021. 565 funds tracked by Wall St. Rank hold BCE as of Q3 2023.

Curated Wealth Partners reported no remaining BCE position as of Q3 2023 after selling out during the quarter.
Curated Wealth Partners sold 4,979 BCE shares in Q3 2023, an estimated $227K.
Curated Wealth Partners first reported a position in BCE in Q4 2020 and held it in 11 quarters.
Curated Wealth Partners's BCE position peaked at $366K in Q3 2021.
565 funds tracked by Wall St. Rank held BCE as of Q3 2023.

Based on Curated Wealth Partners's 13F filing for Q3 2023, filed 24 Oct 2023.