Detalus Advisors’s BCE BCE Stock Holding History

Detalus Advisors’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	-8,400	Closed	-$292K	–	151
2024 Q3	$292K	Hold	8,400	–	–	0.1%	120
2024 Q2	$272K	Hold	8,400	–	–	0.09%	117
2024 Q1	$286K	Hold	8,400	–	–	0.1%	116
2023 Q4	$331K	Hold	8,400	–	–	0.13%	94
2023 Q3	$321K	Hold	8,400	–	–	0.15%	89
2023 Q2	$383K	Hold	8,400	–	–	0.17%	89
2023 Q1	$376K	Buy	8,400 +500	+6%	+$22.6K	0.18%	90
2022 Q4	$347K	Hold	7,900	–	–	0.17%	96
2022 Q3	$331K	Buy	7,900 +100	+1%	+$4.86K	0.2%	89
2022 Q2	$384K	Hold	7,800	–	–	0.23%	76
2022 Q1	$433K	Hold	7,800	–	–	0.23%	72
2021 Q4	$406K	Hold	7,800	–	–	0.19%	76
2021 Q3	$390K	Hold	7,800	–	–	0.2%	77
2021 Q2	$385K	Buy	+7,800	New	+$378K	0.21%	78

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

Detalus Advisors's BCE Position: Q4 2024 in Review

Detalus Advisors sold out of BCE (BCE) in Q4 2024, closing a stake of 8,400 shares — an estimated $292K sold.

Detalus Advisors first reported a position in BCE in Q2 2021 and held it in 14 quarters. The position peaked at $433K in Q1 2022. 430 funds tracked by Wall St. Rank hold BCE as of Q4 2024.

Detalus Advisors reported no remaining BCE position as of Q4 2024 after selling out during the quarter.
Detalus Advisors sold 8,400 BCE shares in Q4 2024, an estimated $292K.
Detalus Advisors first reported a position in BCE in Q2 2021 and held it in 14 quarters.
Detalus Advisors's BCE position peaked at $433K in Q1 2022.
430 funds tracked by Wall St. Rank held BCE as of Q4 2024.

Based on Detalus Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.