GoalVest Advisory’s BCE BCE Stock Holding History

GoalVest Advisory’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 Q4	–	Sell	-200	Closed	-$7.64K	–	383
2023 Q3	$7.64K	Buy	+200	New	+$8.4K	﹤0.01%	314
2022 Q2	–	Sell	-215	Closed	-$12K	–	322
2022 Q1	$12K	Buy	+215	New	+$11.4K	0.01%	228

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

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

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

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

GoalVest Advisory's BCE Position: Q4 2023 in Review

GoalVest Advisory sold out of BCE (BCE) in Q4 2023, closing a stake of 200 shares — an estimated $7.64K sold.

GoalVest Advisory first reported a position in BCE in Q1 2022 and held it in 2 quarters. The position peaked at $12K in Q1 2022. 537 funds tracked by Wall St. Rank hold BCE as of Q4 2023.

GoalVest Advisory reported no remaining BCE position as of Q4 2023 after selling out during the quarter.
GoalVest Advisory sold 200 BCE shares in Q4 2023, an estimated $7.64K.
GoalVest Advisory first reported a position in BCE in Q1 2022 and held it in 2 quarters.
GoalVest Advisory's BCE position peaked at $12K in Q1 2022.
537 funds tracked by Wall St. Rank held BCE as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.