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Executive Wealth Management’s BCE BCE Stock Holding History

Executive Wealth 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 		$265K Hold
11,432
– – 0.02% 226
2024
Q3 		$398K Buy
+11,432
New +$390K 0.03% 191

Other funds holding BCE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Executive Wealth Management's BCE Position: Q4 2024 in Review

Executive Wealth Management held its BCE (BCE) position steady in Q4 2024 at 11,432 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #226.

Executive Wealth Management first reported a position in BCE in Q3 2024 and has held it in 2 quarters since. The position peaked at $398K in Q3 2024. 430 funds tracked by Wall St. Rank hold BCE as of Q4 2024.

  • Executive Wealth Management held 11,432 shares of BCE worth $265K as of Q4 2024.
  • Executive Wealth Management left its BCE share count unchanged in Q4 2024.
  • BCE made up 0.02% of Executive Wealth Management's portfolio in Q4 2024, its #226 holding.
  • Executive Wealth Management first reported a position in BCE in Q3 2024 and has held it in 2 quarters since.
  • Executive Wealth Management's BCE position peaked at $398K in Q3 2024.
  • 430 funds tracked by Wall St. Rank held BCE as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.