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Hennion & Walsh Asset Management’s BCE BCE Stock Holding History

Hennion & Walsh Asset Management’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
Q3 		– Sell
-7,121
Closed -$231K – 871
2024
Q2 		$231K Sell
7,121
-1,363
-16% -$45.4K 0.01% 780
2024
Q1 		$288K Sell
8,484
-456
-5% -$17.4K 0.02% 701
2023
Q4 		$352K Sell
8,940
-392
-4% -$15.2K 0.02% 642
2023
Q3 		$356K Sell
9,332
-29
-0.3% -$1.22K 0.02% 614
2023
Q2 		$427K Sell
9,361
-124
-1% -$5.77K 0.03% 562
2023
Q1 		$425K Sell
9,485
-135
-1% -$6.1K 0.03% 542
2022
Q4 		$423K Sell
9,620
-4,798
-33% -$216K 0.03% 531
2022
Q3 		$605K Buy
14,418
+3,959
+38% +$192K 0.04% 439
2022
Q2 		$514K Sell
10,459
-717
-6% -$38.5K 0.03% 478
2022
Q1 		$620K Buy
11,176
+176
+2% +$9.33K 0.03% 467
2021
Q4 		$572K Sell
11,000
-9,069
-45% -$464K 0.03% 510
2021
Q3 		$1M Sell
20,069
-358
-2% -$18.1K 0.05% 352
2021
Q2 		$1.01M Buy
20,427
+894
+5% +$43.3K 0.05% 358
2021
Q1 		$882K Buy
+19,533
New +$862K 0.05% 379

Other funds holding BCE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Hennion & Walsh Asset Management's BCE Position: Q3 2024 in Review

Hennion & Walsh Asset Management sold out of BCE (BCE) in Q3 2024, closing a stake of 7,121 shares — an estimated $231K sold.

Hennion & Walsh Asset Management first reported a position in BCE in Q1 2021 and held it in 14 quarters. The position peaked at $1.01M in Q2 2021. 499 funds tracked by Wall St. Rank hold BCE as of Q3 2024.

  • Hennion & Walsh Asset Management reported no remaining BCE position as of Q3 2024 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 7,121 BCE shares in Q3 2024, an estimated $231K.
  • Hennion & Walsh Asset Management first reported a position in BCE in Q1 2021 and held it in 14 quarters.
  • Hennion & Walsh Asset Management's BCE position peaked at $1.01M in Q2 2021.
  • 499 funds tracked by Wall St. Rank held BCE as of Q3 2024.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2024, filed 22 Oct 2024.