Jeppson Wealth Management’s BCE BCE Stock Holding History

Jeppson 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 Q3	–	Sell	-4,665	Closed	-$213K	–	186
2023 Q2	$213K	Buy	4,665 +100	+2%	+$4.66K	0.09%	178
2023 Q1	$204K	Hold	4,565	–	–	0.09%	187
2022 Q4	$201K	Buy	+4,565	New	+$206K	0.08%	191
2022 Q3	–	Sell	-4,640	Closed	-$228K	–	197
2022 Q2	$228K	Sell	4,640 -10	-0.2%	-$537	0.1%	162
2022 Q1	$257K	Hold	4,650	–	–	0.12%	142
2021 Q4	$242K	Hold	4,650	–	–	0.12%	138
2021 Q3	$232K	Hold	4,650	–	–	0.12%	135
2021 Q2	$229K	Buy	4,650 +150	+3%	+$7.26K	0.12%	132
2021 Q1	$203K	Buy	+4,500	New	+$199K	0.12%	135
2020 Q4	–	Sell	-4,400	Closed	-$182K	–	160
2020 Q3	$182K	Buy	+4,400	New	+$186K	0.14%	120

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Jeppson Wealth Management's BCE Position: Q3 2023 in Review

Jeppson Wealth Management sold out of BCE (BCE) in Q3 2023, closing a stake of 4,665 shares — an estimated $213K sold.

Jeppson Wealth Management first reported a position in BCE in Q3 2020 and held it in 10 quarters. The position peaked at $257K in Q1 2022. 563 funds tracked by Wall St. Rank hold BCE as of Q3 2023.

Jeppson Wealth Management reported no remaining BCE position as of Q3 2023 after selling out during the quarter.
Jeppson Wealth Management sold 4,665 BCE shares in Q3 2023, an estimated $213K.
Jeppson Wealth Management first reported a position in BCE in Q3 2020 and held it in 10 quarters.
Jeppson Wealth Management's BCE position peaked at $257K in Q1 2022.
563 funds tracked by Wall St. Rank held BCE as of Q3 2023.

Based on Jeppson Wealth Management's 13F filing for Q3 2023, filed 25 Oct 2023.