IWP
BCE icon

Icon Wealth Partners’s BCE BCE Stock Holding History

Icon 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
2023
Q3 		$195K Sell
5,100
-618
-11% -$26K 0.02% 290
2023
Q2 		$261K Sell
5,718
-184
-3% -$8.57K 0.03% 277
2023
Q1 		$264K Buy
+5,902
New +$267K 0.03% 272
2022
Q2 		$289K Sell
5,879
-9
-0.2% -$483 0.03% 248
2022
Q1 		$327K Buy
5,888
+285
+5% +$15.1K 0.03% 262
2021
Q4 		$292K Buy
5,603
+5
+0.1% +$256 0.03% 263
2021
Q3 		$280K Sell
5,598
-65
-1% -$3.29K 0.03% 293
2021
Q2 		$279K Sell
5,663
-175
-3% -$8.48K 0.03% 308
2021
Q1 		$264K Buy
5,838
+44
+0.8% +$1.94K 0.03% 284
2020
Q4 		$248K Buy
5,794
+134
+2% +$5.73K 0.04% 249
2020
Q3 		$235K Buy
5,660
+43
+0.8% +$1.82K 0.05% 228
2020
Q2 		$235K Sell
5,617
-1,383
-20% -$56.9K 0.06% 223
2020
Q1 		$286K Buy
7,000
+153
+2% +$6.86K 0.11% 105
2019
Q4 		$317K Buy
6,847
+22
+0.3% +$1.05K 0.1% 115
2019
Q3 		$330K Sell
6,825
-118
-2% -$5.52K 0.11% 107
2019
Q2 		$316K Buy
6,943
+278
+4% +$12.5K 0.11% 109
2019
Q1 		$296K Buy
6,665
+701
+12% +$30.2K 0.11% 115
2018
Q4 		$236K Sell
5,964
-1,086
-15% -$44.5K 0.11% 127
2018
Q3 		$286K Sell
7,050
-291
-4% -$12K 0.12% 135
2018
Q2 		$297K Sell
7,341
-558
-7% -$23.4K 0.12% 121
2018
Q1 		$345K Buy
7,899
+179
+2% +$8.04K 0.18% 115
2017
Q4 		$371K Buy
+7,720
New +$367K 0.18% 118

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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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
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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Icon Wealth Partners's BCE Position: Q3 2023 in Review

Icon Wealth Partners reduced its BCE (BCE) stake by 11% in Q3 2023, selling an estimated $26K and leaving 5,100 shares worth $195K. The position accounts for 0.02% of the portfolio, ranked #290.

Icon Wealth Partners first reported a position in BCE in Q4 2017 and has held it in 22 quarters since. The position peaked at $371K in Q4 2017. 562 funds tracked by Wall St. Rank hold BCE as of Q3 2023.

  • Icon Wealth Partners held 5,100 shares of BCE worth $195K as of Q3 2023.
  • Icon Wealth Partners sold 618 BCE shares in Q3 2023, an estimated $26K.
  • BCE made up 0.02% of Icon Wealth Partners's portfolio in Q3 2023, its #290 holding.
  • Icon Wealth Partners first reported a position in BCE in Q4 2017 and has held it in 22 quarters since.
  • Icon Wealth Partners's BCE position peaked at $371K in Q4 2017.
  • 562 funds tracked by Wall St. Rank held BCE as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.