Ipswich Investment Management’s BCE BCE Stock Holding History

Ipswich Investment 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
2024 Q4	–	Sell	-6,703	Closed	-$233K	–	190
2024 Q3	$233K	Sell	6,703 -10	-0.1%	-$341	0.05%	179
2024 Q2	$217K	Buy	6,713 +10	+0.1%	+$333	0.05%	178
2024 Q1	$228K	Hold	6,703	–	–	0.05%	179
2023 Q4	$264K	Hold	6,703	–	–	0.07%	164
2023 Q3	$256K	Sell	6,703 -350	-5%	-$14.7K	0.07%	158
2023 Q2	$322K	Sell	7,053 -200	-3%	-$9.31K	0.08%	151
2023 Q1	$325K	Hold	7,253	–	–	0.09%	146
2022 Q4	$319K	Hold	7,253	–	–	0.09%	145
2022 Q3	$304K	Hold	7,253	–	–	0.1%	142
2022 Q2	$357K	Hold	7,253	–	–	0.1%	140
2022 Q1	$402K	Hold	7,253	–	–	0.1%	140
2021 Q4	$377K	Hold	7,253	–	–	0.09%	152
2021 Q3	$363K	Hold	7,253	–	–	0.09%	153
2021 Q2	$358K	Buy	7,253 +550	+8%	+$26.6K	0.09%	155
2021 Q1	$303K	Hold	6,703	–	–	0.09%	159
2020 Q4	$287K	Hold	6,703	–	–	0.09%	151
2020 Q3	$278K	Buy	6,703 +415	+7%	+$17.6K	0.09%	143
2020 Q2	$263K	Hold	6,288	–	–	0.09%	145
2020 Q1	$257K	Buy	6,288 +500	+9%	+$22.4K	0.1%	136
2019 Q4	$268K	Hold	5,788	–	–	0.08%	157
2019 Q3	$280K	Buy	5,788 +1,200	+26%	+$56.1K	0.09%	154
2019 Q2	$209K	Buy	+4,588	New	+$207K	0.07%	172
2019 Q1	–	Sell	-2,588	Closed	-$102K	–	192
2018 Q4	$102K	Buy	+2,588	New	+$106K	0.04%	212

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Ipswich Investment Management's BCE Position: Q4 2024 in Review

Ipswich Investment Management sold out of BCE (BCE) in Q4 2024, closing a stake of 6,703 shares — an estimated $233K sold.

Ipswich Investment Management first reported a position in BCE in Q4 2018 and held it in 23 quarters. The position peaked at $402K in Q1 2022. 430 funds tracked by Wall St. Rank hold BCE as of Q4 2024.

Ipswich Investment Management reported no remaining BCE position as of Q4 2024 after selling out during the quarter.
Ipswich Investment Management sold 6,703 BCE shares in Q4 2024, an estimated $233K.
Ipswich Investment Management first reported a position in BCE in Q4 2018 and held it in 23 quarters.
Ipswich Investment Management's BCE position peaked at $402K in Q1 2022.
430 funds tracked by Wall St. Rank held BCE as of Q4 2024.

Based on Ipswich Investment Management's 13F filing for Q4 2024, filed 3 Feb 2025.