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Janiczek Wealth Management’s BCE BCE Stock Holding History

Janiczek 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
2024
Q2 		$58.3K Sell
1,780
-1,581
-47% -$52.7K 0.01% 379
2024
Q1 		$115K Sell
3,361
-164
-5% -$6.24K 0.02% 265
2023
Q4 		$139K Buy
3,525
+732
+26% +$28.3K 0.03% 221
2023
Q3 		$107K Sell
2,793
-942
-25% -$39.6K 0.03% 235
2023
Q2 		$171K Buy
3,735
+45
+1% +$2.1K 0.05% 146
2023
Q1 		$176K Buy
3,690
+92
+3% +$4.16K 0.05% 130
2022
Q4 		$167K Buy
3,598
+773
+27% +$34.8K 0.05% 143
2022
Q3 		$118K Sell
2,825
-519
-16% -$25.2K 0.04% 170
2022
Q2 		$169K Sell
3,344
-471
-12% -$25.3K 0.05% 127
2022
Q1 		$211K Buy
3,815
+141
+4% +$7.48K 0.06% 110
2021
Q4 		$191K Buy
3,674
+76
+2% +$3.88K 0.06% 113
2021
Q3 		$180K Buy
3,598
+251
+7% +$12.7K 0.06% 104
2021
Q2 		$165K Buy
3,347
+337
+11% +$16.3K 0.06% 105
2021
Q1 		$136K Buy
3,010
+1,235
+70% +$54.5K 0.05% 108
2020
Q4 		$76K Buy
1,775
+1,179
+198% +$50.4K 0.04% 137
2020
Q3 		$25K Buy
+596
New +$25.2K 0.01% 140

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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Janiczek Wealth Management's BCE Position: Q2 2024 in Review

Janiczek Wealth Management reduced its BCE (BCE) stake by 47% in Q2 2024, selling an estimated $52.7K and leaving 1,780 shares worth $58.3K. The position accounts for 0.01% of the portfolio, ranked #379.

Janiczek Wealth Management first reported a position in BCE in Q3 2020 and has held it in 16 quarters since. The position peaked at $211K in Q1 2022. 501 funds tracked by Wall St. Rank hold BCE as of Q2 2024.

  • Janiczek Wealth Management held 1,780 shares of BCE worth $58.3K as of Q2 2024.
  • Janiczek Wealth Management sold 1,581 BCE shares in Q2 2024, an estimated $52.7K.
  • BCE made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #379 holding.
  • Janiczek Wealth Management first reported a position in BCE in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's BCE position peaked at $211K in Q1 2022.
  • 501 funds tracked by Wall St. Rank held BCE as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.