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Heritage Wealth Management (Arizona)’s BCE BCE Stock Holding History

Heritage Wealth Management (Arizona)’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
2021
Q2 		– Sell
-660
Closed -$30K – 899
2021
Q1 		$30K Buy
+660
New +$29.1K 0.02% 443

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Capital Research Global Investors
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s BCE Position: Q2 2021 in Review

Heritage Wealth Management (Arizona) sold out of BCE (BCE) in Q2 2021, closing a stake of 660 shares — an estimated $30K sold.

Heritage Wealth Management (Arizona) first reported a position in BCE in Q1 2021 and held it in 1 quarter. The position peaked at $30K in Q1 2021. 547 funds tracked by Wall St. Rank hold BCE as of Q2 2021.

  • Heritage Wealth Management (Arizona) reported no remaining BCE position as of Q2 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 660 BCE shares in Q2 2021, an estimated $30K.
  • Heritage Wealth Management (Arizona) first reported a position in BCE in Q1 2021 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s BCE position peaked at $30K in Q1 2021.
  • 547 funds tracked by Wall St. Rank held BCE as of Q2 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2021, filed 11 Aug 2021.