First Foundation Advisors’s BCE BCE Stock Holding History

First Foundation 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	-4,914	Closed	-$220K	–	417
2023 Q1	$220K	Sell	4,914 -206	-4%	-$9.31K	0.01%	346
2022 Q4	$225K	Buy	5,120 +249	+5%	+$11.2K	0.01%	350
2022 Q3	$204K	Buy	4,871 +35	+0.7%	+$1.7K	0.01%	352
2022 Q2	$238K	Buy	+4,836	New	+$260K	0.01%	346

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

First Foundation Advisors's BCE Position: Q2 2023 in Review

First Foundation Advisors sold out of BCE (BCE) in Q2 2023, closing a stake of 4,914 shares — an estimated $220K sold.

First Foundation Advisors first reported a position in BCE in Q2 2022 and held it in 4 quarters. The position peaked at $238K in Q2 2022. 588 funds tracked by Wall St. Rank hold BCE as of Q2 2023.

First Foundation Advisors reported no remaining BCE position as of Q2 2023 after selling out during the quarter.
First Foundation Advisors sold 4,914 BCE shares in Q2 2023, an estimated $220K.
First Foundation Advisors first reported a position in BCE in Q2 2022 and held it in 4 quarters.
First Foundation Advisors's BCE position peaked at $238K in Q2 2022.
588 funds tracked by Wall St. Rank held BCE as of Q2 2023.

Based on First Foundation Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.