Key Financial Inc’s BCE BCE Stock Holding History

Key Financial Inc’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	-1,725	Closed	-$60K	–	1385
2024 Q3	$60K	Hold	1,725	–	–	0.01%	453
2024 Q2	$55.9K	Hold	1,725	–	–	0.01%	447
2024 Q1	$58.7K	Hold	1,725	–	–	0.02%	411
2023 Q4	$67.9K	Hold	1,725	–	–	0.02%	376
2023 Q3	$65.8K	Hold	1,725	–	–	0.02%	357
2023 Q2	$78.6K	Sell	1,725 -226	-12%	-$10.5K	0.03%	340
2023 Q1	$87.4K	Hold	1,951	–	–	0.03%	315
2022 Q4	$81.8K	Hold	1,951	–	–	0.04%	281
2022 Q3	$82K	Hold	1,951	–	–	0.04%	282
2022 Q2	$97K	Hold	1,951	–	–	0.05%	244
2022 Q1	$108K	Hold	1,951	–	–	0.05%	237
2021 Q4	$102K	Hold	1,951	–	–	0.05%	232
2021 Q3	$98K	Hold	1,951	–	–	0.06%	228
2021 Q2	$97K	Hold	1,951	–	–	0.05%	234
2021 Q1	$88K	Hold	1,951	–	–	0.06%	205
2020 Q4	$84K	Buy	+1,951	New	+$83.5K	0.06%	194
2020 Q2	–	Sell	-1,951	Closed	-$76K	–	138
2020 Q1	$76K	Buy	+1,951	New	+$87.5K	0.08%	182

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

Key Financial Inc's BCE Position: Q4 2024 in Review

Key Financial Inc sold out of BCE (BCE) in Q4 2024, closing a stake of 1,725 shares — an estimated $60K sold.

Key Financial Inc first reported a position in BCE in Q1 2020 and held it in 17 quarters. The position peaked at $108K in Q1 2022. 430 funds tracked by Wall St. Rank hold BCE as of Q4 2024.

Key Financial Inc reported no remaining BCE position as of Q4 2024 after selling out during the quarter.
Key Financial Inc sold 1,725 BCE shares in Q4 2024, an estimated $60K.
Key Financial Inc first reported a position in BCE in Q1 2020 and held it in 17 quarters.
Key Financial Inc's BCE position peaked at $108K in Q1 2022.
430 funds tracked by Wall St. Rank held BCE as of Q4 2024.

Based on Key Financial Inc's 13F filing for Q4 2024, filed 31 Jan 2025.