Guardian Wealth Management (Illinois)’s BCE BCE Stock Holding History

Guardian Wealth Management (Illinois)’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
2025 Q2	–	Sell	-125	Closed	-$2.87K	–	74
2025 Q1	$2.87K	Hold	125	–	–	﹤0.01%	194
2024 Q4	$2.9K	Sell	125 -474	-79%	-$13.6K	﹤0.01%	200
2024 Q3	$20.8K	Hold	599	–	–	0.01%	138
2024 Q2	$19.4K	Hold	599	–	–	0.01%	137
2024 Q1	$20.4K	Sell	599 -200	-25%	-$7.61K	0.02%	135
2023 Q4	$31.5K	Sell	799 -194	-20%	-$7.51K	0.03%	122
2023 Q3	$37.9K	Hold	993	–	–	0.04%	112
2023 Q2	$45.3K	Hold	993	–	–	0.04%	109
2023 Q1	$44.5K	Sell	993 -219	-18%	-$9.89K	0.04%	115
2022 Q4	$53.3K	Sell	1,212 -90	-7%	-$4.05K	0.05%	114
2022 Q3	$55K	Sell	1,302 -4	-0.3%	-$194	0.06%	99
2022 Q2	$64K	Sell	1,306 -3	-0.2%	-$161	0.07%	101
2022 Q1	$73K	Sell	1,309 -200	-13%	-$10.6K	0.07%	104
2021 Q4	$79K	Buy	+1,509	New	+$77.1K	0.08%	95

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s BCE Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of BCE (BCE) in Q2 2025, closing a stake of 125 shares — an estimated $2.87K sold.

Guardian Wealth Management (Illinois) first reported a position in BCE in Q4 2021 and held it in 14 quarters. The position peaked at $79K in Q4 2021. 391 funds tracked by Wall St. Rank hold BCE as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining BCE position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 125 BCE shares in Q2 2025, an estimated $2.87K.
Guardian Wealth Management (Illinois) first reported a position in BCE in Q4 2021 and held it in 14 quarters.
Guardian Wealth Management (Illinois)'s BCE position peaked at $79K in Q4 2021.
391 funds tracked by Wall St. Rank held BCE as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.