High Net Worth Advisory Group’s BCE BCE Stock Holding History

High Net Worth Advisory Group’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 Q3	–	Sell	-4,710	Closed	-$215K	–	192
2023 Q2	$215K	Hold	4,710	–	–	0.08%	184
2023 Q1	$211K	Hold	4,710	–	–	0.09%	181
2022 Q4	$207K	Sell	4,710 -1,270	-21%	-$57.2K	0.08%	183
2022 Q3	$251K	Hold	5,980	–	–	0.11%	157
2022 Q2	$294K	Hold	5,980	–	–	0.12%	143
2022 Q1	$332K	Hold	5,980	–	–	0.12%	138
2021 Q4	$312K	Buy	+5,980	New	+$306K	0.11%	154

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

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

High Net Worth Advisory Group's BCE Position: Q3 2023 in Review

High Net Worth Advisory Group sold out of BCE (BCE) in Q3 2023, closing a stake of 4,710 shares — an estimated $215K sold.

High Net Worth Advisory Group first reported a position in BCE in Q4 2021 and held it in 7 quarters. The position peaked at $332K in Q1 2022. 562 funds tracked by Wall St. Rank hold BCE as of Q3 2023.

High Net Worth Advisory Group reported no remaining BCE position as of Q3 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 4,710 BCE shares in Q3 2023, an estimated $215K.
High Net Worth Advisory Group first reported a position in BCE in Q4 2021 and held it in 7 quarters.
High Net Worth Advisory Group's BCE position peaked at $332K in Q1 2022.
562 funds tracked by Wall St. Rank held BCE as of Q3 2023.

Based on High Net Worth Advisory Group's 13F filing for Q3 2023, filed 5 Oct 2023.