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Glassman Wealth Services’s BCE BCE Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-182
Closed -$7.17K – 381
2023
Q4 		$7.17K Sell
182
-98
-35% -$3.79K ﹤0.01% 972
2023
Q3 		$10.7K Sell
280
-75
-21% -$3.15K ﹤0.01% 839
2023
Q2 		$16.2K Buy
355
+22
+7% +$1.02K ﹤0.01% 679
2023
Q1 		$14.9K Sell
333
-40
-11% -$1.81K ﹤0.01% 705
2022
Q4 		$16.4K Buy
373
+162
+77% +$7.29K ﹤0.01% 709
2022
Q3 		$9K Buy
211
+24
+13% +$1.17K ﹤0.01% 814
2022
Q2 		$9K Hold
187
– – ﹤0.01% 834
2022
Q1 		$10K Buy
187
+2
+1% +$106 ﹤0.01% 817
2021
Q4 		$10K Buy
185
+49
+36% +$2.5K ﹤0.01% 782
2021
Q3 		$7K Hold
136
– – ﹤0.01% 851
2021
Q2 		$7K Hold
136
– – ﹤0.01% 825
2021
Q1 		$6K Sell
136
-5
-4% -$221 ﹤0.01% 814
2020
Q4 		$6K Buy
141
+106
+303% +$4.54K ﹤0.01% 818
2020
Q3 		$1K Buy
35
+21
+150% +$888 ﹤0.01% 1096
2020
Q2 		$1K Buy
+14
New +$576 ﹤0.01% 956
2019
Q2 		– Sell
-2,921
Closed -$130K – 1081
2019
Q1 		$130K Hold
2,921
– – 0.06% 137
2018
Q4 		$115K Hold
2,921
– – 0.06% 129
2018
Q3 		$118K Buy
+2,921
New +$120K 0.05% 142

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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Glassman Wealth Services's BCE Position: Q1 2024 in Review

Glassman Wealth Services sold out of BCE (BCE) in Q1 2024, closing a stake of 182 shares — an estimated $7.17K sold.

Glassman Wealth Services first reported a position in BCE in Q3 2018 and held it in 18 quarters. The position peaked at $130K in Q1 2019. 539 funds tracked by Wall St. Rank hold BCE as of Q1 2024.

  • Glassman Wealth Services reported no remaining BCE position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 182 BCE shares in Q1 2024, an estimated $7.17K.
  • Glassman Wealth Services first reported a position in BCE in Q3 2018 and held it in 18 quarters.
  • Glassman Wealth Services's BCE position peaked at $130K in Q1 2019.
  • 539 funds tracked by Wall St. Rank held BCE as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.