IAG Wealth Partners’s BCE BCE Stock Holding History

IAG Wealth Partners’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 Q2	–	Sell	-730	Closed	-$24.8K	–	500
2024 Q1	$24.8K	Hold	730	–	–	0.01%	221
2023 Q4	$28.7K	Sell	730 -112	-13%	-$4.33K	0.01%	203
2023 Q3	$32.1K	Hold	842	–	–	0.01%	180
2023 Q2	$38.4K	Hold	842	–	–	0.01%	178
2023 Q1	$37.7K	Hold	842	–	–	0.01%	164
2022 Q4	$37K	Hold	842	–	–	0.01%	163
2022 Q3	$35K	Hold	842	–	–	0.01%	156
2022 Q2	$41K	Hold	842	–	–	0.01%	143
2022 Q1	$47K	Hold	842	–	–	0.01%	144
2021 Q4	$44K	Hold	842	–	–	0.01%	146
2021 Q3	$43K	Hold	842	–	–	0.02%	133
2021 Q2	$42K	Hold	842	–	–	0.02%	134
2021 Q1	$39K	Hold	842	–	–	0.01%	129
2020 Q4	$37K	Hold	842	–	–	0.02%	123
2020 Q3	$35K	Hold	842	–	–	0.02%	121
2020 Q2	$36K	Sell	842 -28	-3%	-$1.15K	0.02%	121
2020 Q1	$36K	Hold	870	–	–	0.02%	110
2019 Q4	$41K	Buy	+870	New	+$41.7K	0.03%	117

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

IAG Wealth Partners's BCE Position: Q2 2024 in Review

IAG Wealth Partners sold out of BCE (BCE) in Q2 2024, closing a stake of 730 shares — an estimated $24.8K sold.

IAG Wealth Partners first reported a position in BCE in Q4 2019 and held it in 18 quarters. The position peaked at $47K in Q1 2022. 501 funds tracked by Wall St. Rank hold BCE as of Q2 2024.

IAG Wealth Partners reported no remaining BCE position as of Q2 2024 after selling out during the quarter.
IAG Wealth Partners sold 730 BCE shares in Q2 2024, an estimated $24.8K.
IAG Wealth Partners first reported a position in BCE in Q4 2019 and held it in 18 quarters.
IAG Wealth Partners's BCE position peaked at $47K in Q1 2022.
501 funds tracked by Wall St. Rank held BCE as of Q2 2024.

Based on IAG Wealth Partners's 13F filing for Q2 2024, filed 16 Jul 2024.