Jackson Grant Investment Advisers’s BCE BCE Stock Holding History

Jackson Grant Investment Advisers’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	-740	Closed	-$25.8K	–	398
2024 Q3	$25.8K	Hold	740	–	–	0.01%	215
2024 Q2	$24K	Hold	740	–	–	0.01%	218
2024 Q1	$25.2K	Hold	740	–	–	0.01%	213
2023 Q4	$29.1K	Hold	740	–	–	0.01%	204
2023 Q3	$28.2K	Hold	740	–	–	0.01%	205
2023 Q2	$33.7K	Hold	740	–	–	0.02%	196
2023 Q1	$33.1K	Hold	740	–	–	0.02%	220
2022 Q4	$32.5K	Hold	740	–	–	0.02%	215
2022 Q3	$31K	Hold	740	–	–	0.02%	225
2022 Q2	$36K	Hold	740	–	–	0.02%	217
2022 Q1	$41K	Hold	740	–	–	0.02%	221
2021 Q4	$39K	Hold	740	–	–	0.02%	184
2021 Q3	$37K	Hold	740	–	–	0.02%	230
2021 Q2	$36K	Hold	740	–	–	0.02%	235
2021 Q1	$33K	Buy	+740	New	+$32.6K	0.02%	239

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

Jackson Grant Investment Advisers's BCE Position: Q4 2024 in Review

Jackson Grant Investment Advisers sold out of BCE (BCE) in Q4 2024, closing a stake of 740 shares — an estimated $25.8K sold.

Jackson Grant Investment Advisers first reported a position in BCE in Q1 2021 and held it in 15 quarters. The position peaked at $41K in Q1 2022. 430 funds tracked by Wall St. Rank hold BCE as of Q4 2024.

Jackson Grant Investment Advisers reported no remaining BCE position as of Q4 2024 after selling out during the quarter.
Jackson Grant Investment Advisers sold 740 BCE shares in Q4 2024, an estimated $25.8K.
Jackson Grant Investment Advisers first reported a position in BCE in Q1 2021 and held it in 15 quarters.
Jackson Grant Investment Advisers's BCE position peaked at $41K in Q1 2022.
430 funds tracked by Wall St. Rank held BCE as of Q4 2024.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2024, filed 27 Jan 2025.