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Icon Wealth Advisors’s BCE BCE Stock Holding History

Icon Wealth Advisors’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
-3,069
Closed -$107K – 506
2024
Q3 		$107K Sell
3,069
-42
-1% -$1.43K 0.01% 468
2024
Q2 		$105K Sell
3,111
-1,344
-30% -$44.8K 0.01% 427
2024
Q1 		$151K Sell
4,455
-281
-6% -$10.7K 0.01% 388
2023
Q4 		$187K Buy
+4,736
New +$183K 0.02% 332
2022
Q4 		$258K Buy
5,871
+166
+3% +$7.47K 0.03% 273
2022
Q3 		$239K Buy
+5,705
New +$277K 0.03% 272

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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Icon Wealth Advisors's BCE Position: Q4 2024 in Review

Icon Wealth Advisors sold out of BCE (BCE) in Q4 2024, closing a stake of 3,069 shares — an estimated $107K sold.

Icon Wealth Advisors first reported a position in BCE in Q3 2022 and held it in 6 quarters. The position peaked at $258K in Q4 2022. 430 funds tracked by Wall St. Rank hold BCE as of Q4 2024.

  • Icon Wealth Advisors reported no remaining BCE position as of Q4 2024 after selling out during the quarter.
  • Icon Wealth Advisors sold 3,069 BCE shares in Q4 2024, an estimated $107K.
  • Icon Wealth Advisors first reported a position in BCE in Q3 2022 and held it in 6 quarters.
  • Icon Wealth Advisors's BCE position peaked at $258K in Q4 2022.
  • 430 funds tracked by Wall St. Rank held BCE as of Q4 2024.

Based on Icon Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.