Insight Wealth Strategies’s BCE BCE Stock Holding History

Insight Wealth Strategies’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
2021 Q2	–	Sell	-5,511	Closed	-$249K	–	189
2021 Q1	$249K	Buy	5,511 +61	+1%	+$2.69K	0.03%	196
2020 Q4	$233K	Sell	5,450 -661	-11%	-$28.3K	0.04%	199
2020 Q3	$253K	Buy	6,111 +331	+6%	+$14K	0.05%	166
2020 Q2	$241K	Buy	5,780 +199	+4%	+$8.19K	0.05%	148
2020 Q1	$228K	Buy	5,581 +610	+12%	+$27.4K	0.06%	134
2019 Q4	$230K	Buy	+4,971	New	+$238K	0.05%	186

Other funds holding BCE

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Insight Wealth Strategies's BCE Position: Q2 2021 in Review

Insight Wealth Strategies sold out of BCE (BCE) in Q2 2021, closing a stake of 5,511 shares — an estimated $249K sold.

Insight Wealth Strategies first reported a position in BCE in Q4 2019 and held it in 6 quarters. The position peaked at $253K in Q3 2020. 547 funds tracked by Wall St. Rank hold BCE as of Q2 2021.

Insight Wealth Strategies reported no remaining BCE position as of Q2 2021 after selling out during the quarter.
Insight Wealth Strategies sold 5,511 BCE shares in Q2 2021, an estimated $249K.
Insight Wealth Strategies first reported a position in BCE in Q4 2019 and held it in 6 quarters.
Insight Wealth Strategies's BCE position peaked at $253K in Q3 2020.
547 funds tracked by Wall St. Rank held BCE as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.