Halpern Financial’s BCE BCE Stock Holding History

Halpern Financial’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
2022 Q1	–	Sell	-250	Closed	-$13K	–	231
2021 Q4	$13K	Buy	+250	New	+$12.8K	0.01%	168

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

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Halpern Financial's BCE Position: Q1 2022 in Review

Halpern Financial sold out of BCE (BCE) in Q1 2022, closing a stake of 250 shares — an estimated $13K sold.

Halpern Financial first reported a position in BCE in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 607 funds tracked by Wall St. Rank hold BCE as of Q1 2022.

Halpern Financial reported no remaining BCE position as of Q1 2022 after selling out during the quarter.
Halpern Financial sold 250 BCE shares in Q1 2022, an estimated $13K.
Halpern Financial first reported a position in BCE in Q4 2021 and held it in 1 quarter.
Halpern Financial's BCE position peaked at $13K in Q4 2021.
607 funds tracked by Wall St. Rank held BCE as of Q1 2022.

Based on Halpern Financial's 13F filing for Q1 2022, filed 21 Sep 2023.