IHT Wealth Management’s BCE BCE Stock Holding History

IHT Wealth Management’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 Q2	–	Sell	-4,917	Closed	-$220K	–	972
2023 Q1	$220K	Buy	+4,917	New	+$222K	0.01%	814
2022 Q4	–	Sell	-5,337	Closed	-$224K	–	906
2022 Q3	$224K	Buy	+5,337	New	+$259K	0.02%	739
2021 Q3	–	Sell	-4,915	Closed	-$242K	–	821
2021 Q2	$242K	Sell	4,915 -53	-1%	-$2.57K	0.02%	790
2021 Q1	$224K	Sell	4,968 -968	-16%	-$42.7K	0.02%	729
2020 Q4	$254K	Sell	5,936 -1,109	-16%	-$47.4K	0.02%	614
2020 Q3	$292K	Buy	7,045 +291	+4%	+$12.3K	0.03%	486
2020 Q2	$282K	Sell	6,754 -9,488	-58%	-$391K	0.04%	429
2020 Q1	$664K	Buy	16,242 +4,694	+41%	+$210K	0.1%	224
2019 Q4	$535K	Sell	11,548 -347	-3%	-$16.6K	0.06%	317
2019 Q3	$576K	Buy	11,895 +6,275	+112%	+$294K	0.08%	292
2019 Q2	$256K	Sell	5,620 -14	-0.2%	-$632	0.04%	430
2019 Q1	$250K	Sell	5,634 -5,041	-47%	-$217K	0.04%	402
2018 Q4	$422K	Sell	10,675 -250	-2%	-$10.2K	0.08%	270
2018 Q3	$443K	Buy	10,925 +634	+6%	+$26.1K	0.1%	246
2018 Q2	$417K	Buy	10,291 +3,974	+63%	+$167K	0.11%	233
2018 Q1	$269K	Sell	6,317 -2,213	-26%	-$99.4K	0.07%	297
2017 Q4	$404K	Buy	8,530 +6,464	+313%	+$308K	0.11%	233
2017 Q3	$96K	Sell	2,066 -413	-17%	-$19.3K	0.04%	364
2017 Q2	$30	Sell	2,479 -240	-9%	-$10.8K	0.01%	657
2017 Q1	$121K	Sell	2,719 -123	-4%	-$5.42K	0.08%	251
2016 Q4	$124K	Buy	+2,842	New	+$125K	0.09%	236

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

IHT Wealth Management's BCE Position: Q2 2023 in Review

IHT Wealth Management sold out of BCE (BCE) in Q2 2023, closing a stake of 4,917 shares — an estimated $220K sold.

IHT Wealth Management first reported a position in BCE in Q4 2016 and held it in 21 quarters. The position peaked at $664K in Q1 2020. 588 funds tracked by Wall St. Rank hold BCE as of Q2 2023.

IHT Wealth Management reported no remaining BCE position as of Q2 2023 after selling out during the quarter.
IHT Wealth Management sold 4,917 BCE shares in Q2 2023, an estimated $220K.
IHT Wealth Management first reported a position in BCE in Q4 2016 and held it in 21 quarters.
IHT Wealth Management's BCE position peaked at $664K in Q1 2020.
588 funds tracked by Wall St. Rank held BCE as of Q2 2023.

Based on IHT Wealth Management's 13F filing for Q2 2023, filed 15 Aug 2023.