Kelly Financial Services’s BCE BCE Stock Holding History

Kelly Financial Services’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	-140	Closed	-$6.38K	–	771
2023 Q2	$6.38K	Hold	140	–	–	﹤0.01%	416
2023 Q1	$6.27K	Hold	140	–	–	﹤0.01%	401
2022 Q4	$6.15K	Hold	140	–	–	﹤0.01%	377
2022 Q3	$5.87K	Hold	140	–	–	﹤0.01%	378
2022 Q2	$6.88K	Hold	140	–	–	﹤0.01%	363
2022 Q1	$7.76K	Hold	140	–	–	﹤0.01%	372
2021 Q4	$7.29K	Buy	+140	New	+$7.16K	﹤0.01%	385
2021 Q3	–	Sell	-6,905	Closed	-$140K	–	653
2021 Q2	$140K	Buy	6,905 +6,765	+4,832%	+$328K	0.01%	335
2021 Q1	$6.32K	Hold	140	–	–	﹤0.01%	368
2020 Q4	$5.99K	Sell	140 -10	-7%	-$428	﹤0.01%	343
2020 Q3	$6.22K	Hold	150	–	–	﹤0.01%	308
2020 Q2	$6.27K	Buy	+150	New	+$6.17K	﹤0.01%	302
2020 Q1	–	Sell	-150	Closed	-$6.95K	–	586
2019 Q4	$6.95K	Hold	150	–	–	0.01%	268
2019 Q3	$7.26K	Buy	+150	New	+$7.02K	0.01%	265
2019 Q2	–	Sell	-150	Closed	-$6.66K	–	502
2019 Q1	$6.66K	Buy	+150	New	+$6.47K	0.01%	264

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

Kelly Financial Services's BCE Position: Q3 2023 in Review

Kelly Financial Services sold out of BCE (BCE) in Q3 2023, closing a stake of 140 shares — an estimated $6.38K sold.

Kelly Financial Services first reported a position in BCE in Q1 2019 and held it in 15 quarters. The position peaked at $140K in Q2 2021. 562 funds tracked by Wall St. Rank hold BCE as of Q3 2023.

Kelly Financial Services reported no remaining BCE position as of Q3 2023 after selling out during the quarter.
Kelly Financial Services sold 140 BCE shares in Q3 2023, an estimated $6.38K.
Kelly Financial Services first reported a position in BCE in Q1 2019 and held it in 15 quarters.
Kelly Financial Services's BCE position peaked at $140K in Q2 2021.
562 funds tracked by Wall St. Rank held BCE as of Q3 2023.

Based on Kelly Financial Services's 13F filing for Q3 2023, filed 17 Jul 2024.