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Financial Synergies Wealth Advisors’s BCE BCE Stock Holding History

Financial Synergies 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
Q2 		– Sell
-117
Closed -$5.24K – 499
2023
Q1 		$5.24K Buy
+117
New +$5.29K ﹤0.01% 263

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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Financial Synergies Wealth Advisors's BCE Position: Q2 2023 in Review

Financial Synergies Wealth Advisors sold out of BCE (BCE) in Q2 2023, closing a stake of 117 shares — an estimated $5.24K sold.

Financial Synergies Wealth Advisors first reported a position in BCE in Q1 2023 and held it in 1 quarter. The position peaked at $5.24K in Q1 2023. 588 funds tracked by Wall St. Rank hold BCE as of Q2 2023.

  • Financial Synergies Wealth Advisors reported no remaining BCE position as of Q2 2023 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 117 BCE shares in Q2 2023, an estimated $5.24K.
  • Financial Synergies Wealth Advisors first reported a position in BCE in Q1 2023 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's BCE position peaked at $5.24K in Q1 2023.
  • 588 funds tracked by Wall St. Rank held BCE as of Q2 2023.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2023, filed 4 Apr 2024.