HeadInvest LLC’s BCE BCE Stock Holding History

HeadInvest LLC’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 Q4	–	Sell	-7,879	Closed	-$274K	–	232
2024 Q3	$274K	Hold	7,879	–	–	0.05%	198
2024 Q2	$255K	Hold	7,879	–	–	0.05%	198
2024 Q1	$268K	Hold	7,879	–	–	0.05%	202
2023 Q4	$310K	Hold	7,879	–	–	0.06%	179
2023 Q3	$289K	Hold	7,879	–	–	0.06%	178
2023 Q2	$333K	Sell	7,879 -240	-3%	-$11.2K	0.07%	174
2023 Q1	$364K	Hold	8,119	–	–	0.08%	166
2022 Q4	$357K	Sell	8,119 -588	-7%	-$26.5K	0.08%	165
2022 Q3	$365K	Buy	8,707 +85	+1%	+$4.13K	0.09%	154
2022 Q2	$424K	Hold	8,622	–	–	0.09%	151
2022 Q1	$478K	Sell	8,622 -155	-2%	-$8.22K	0.09%	151
2021 Q4	$457K	Buy	8,777 +55	+0.6%	+$2.81K	0.08%	153
2021 Q3	$437K	Sell	8,722 -202	-2%	-$10.2K	0.08%	153
2021 Q2	$440K	Buy	8,924 +237	+3%	+$11.5K	0.08%	154
2021 Q1	$392K	Buy	8,687 +1,399	+19%	+$61.7K	0.08%	156
2020 Q4	$312K	Buy	+7,288	New	+$312K	0.07%	166

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

HeadInvest LLC's BCE Position: Q4 2024 in Review

HeadInvest LLC sold out of BCE (BCE) in Q4 2024, closing a stake of 7,879 shares — an estimated $274K sold.

HeadInvest LLC first reported a position in BCE in Q4 2020 and held it in 16 quarters. The position peaked at $478K in Q1 2022. 430 funds tracked by Wall St. Rank hold BCE as of Q4 2024.

HeadInvest LLC reported no remaining BCE position as of Q4 2024 after selling out during the quarter.
HeadInvest LLC sold 7,879 BCE shares in Q4 2024, an estimated $274K.
HeadInvest LLC first reported a position in BCE in Q4 2020 and held it in 16 quarters.
HeadInvest LLC's BCE position peaked at $478K in Q1 2022.
430 funds tracked by Wall St. Rank held BCE as of Q4 2024.

Based on HeadInvest LLC's 13F filing for Q4 2024, filed 18 Feb 2025.