EP Wealth Advisors’s BCE BCE Stock Holding History

EP Wealth 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
2023 Q3	–	Sell	-12,000	Closed	-$667K	–	756
2023 Q2	$667K	Hold	12,000	–	–	0.01%	407
2023 Q1	$3.86K	Sell	12,000 -2,535	-17%	-$115K	﹤0.01%	627
2022 Q4	$639K	Buy	+14,535	New	+$655K	0.01%	337

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

EP Wealth Advisors's BCE Position: Q3 2023 in Review

EP Wealth Advisors sold out of BCE (BCE) in Q3 2023, closing a stake of 12,000 shares — an estimated $667K sold.

EP Wealth Advisors first reported a position in BCE in Q4 2022 and held it in 3 quarters. The position peaked at $667K in Q2 2023. 562 funds tracked by Wall St. Rank hold BCE as of Q3 2023.

EP Wealth Advisors reported no remaining BCE position as of Q3 2023 after selling out during the quarter.
EP Wealth Advisors sold 12,000 BCE shares in Q3 2023, an estimated $667K.
EP Wealth Advisors first reported a position in BCE in Q4 2022 and held it in 3 quarters.
EP Wealth Advisors's BCE position peaked at $667K in Q2 2023.
562 funds tracked by Wall St. Rank held BCE as of Q3 2023.

Based on EP Wealth Advisors's 13F filing for Q3 2023, filed 24 Nov 2023.