HBK Sorce Advisory’s BCE BCE Stock Holding History

HBK Sorce 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	-8,278	Closed	-$316K	–	573
2023 Q3	$316K	Sell	8,278 -372	-4%	-$15.6K	0.01%	397
2023 Q2	$394K	Sell	8,650 -600	-6%	-$27.9K	0.02%	379
2023 Q1	$414K	Sell	9,250 -4,180	-31%	-$189K	0.02%	369
2022 Q4	$590K	Buy	13,430 +7,829	+140%	+$353K	0.02%	378
2022 Q3	$235K	Buy	5,601 +1,356	+32%	+$65.9K	0.02%	417
2022 Q2	$209K	Sell	4,245 -216	-5%	-$11.6K	0.02%	421
2022 Q1	$247K	Sell	4,461 -2,117	-32%	-$112K	0.01%	446
2021 Q4	$342K	Buy	6,578 +106	+2%	+$5.42K	0.02%	419
2021 Q3	$324K	Hold	6,472	–	–	0.02%	417
2021 Q2	$319K	Buy	6,472 +240	+4%	+$11.6K	0.02%	433
2021 Q1	$281K	Buy	6,232 +288	+5%	+$12.7K	0.02%	413
2020 Q4	$254K	Sell	5,944 -2,453	-29%	-$105K	0.02%	419
2020 Q3	$348K	Buy	8,397 +3,124	+59%	+$132K	0.02%	327
2020 Q2	$220K	Buy	5,273 +179	+4%	+$7.37K	0.02%	386
2020 Q1	$208K	Buy	5,094 +709	+16%	+$31.8K	0.02%	356
2019 Q4	$203K	Buy	+4,385	New	+$210K	0.02%	411
2018 Q2	–	Sell	-4,755	Closed	-$205K	–	392
2018 Q1	$205K	Buy	4,755 +29	+0.6%	+$1.3K	0.03%	351
2017 Q4	$227K	Buy	4,726 +273	+6%	+$13K	0.03%	348
2017 Q3	$209K	Sell	4,453 -370	-8%	-$17.3K	0.03%	294
2017 Q2	$217K	Buy	+4,823	New	+$217K	0.03%	279

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

HBK Sorce Advisory's BCE Position: Q4 2023 in Review

HBK Sorce Advisory sold out of BCE (BCE) in Q4 2023, closing a stake of 8,278 shares — an estimated $316K sold.

HBK Sorce Advisory first reported a position in BCE in Q2 2017 and held it in 20 quarters. The position peaked at $590K in Q4 2022. 537 funds tracked by Wall St. Rank hold BCE as of Q4 2023.

HBK Sorce Advisory reported no remaining BCE position as of Q4 2023 after selling out during the quarter.
HBK Sorce Advisory sold 8,278 BCE shares in Q4 2023, an estimated $316K.
HBK Sorce Advisory first reported a position in BCE in Q2 2017 and held it in 20 quarters.
HBK Sorce Advisory's BCE position peaked at $590K in Q4 2022.
537 funds tracked by Wall St. Rank held BCE as of Q4 2023.

Based on HBK Sorce Advisory's 13F filing for Q4 2023, filed 25 Jan 2024.