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Kozak & Associates’s BCE BCE Stock Holding History

Kozak & Associates’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
2022
Q3 		– Sell
-129
Closed -$6K – 334
2022
Q2 		$6K Hold
129
– – ﹤0.01% 273
2022
Q1 		$7K Hold
129
– – ﹤0.01% 284
2021
Q4 		$7K Buy
+129
New +$6.59K ﹤0.01% 284

Other funds holding BCE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Kozak & Associates's BCE Position: Q3 2022 in Review

Kozak & Associates sold out of BCE (BCE) in Q3 2022, closing a stake of 129 shares — an estimated $6K sold.

Kozak & Associates first reported a position in BCE in Q4 2021 and held it in 3 quarters. The position peaked at $7K in Q1 2022. 573 funds tracked by Wall St. Rank hold BCE as of Q3 2022.

  • Kozak & Associates reported no remaining BCE position as of Q3 2022 after selling out during the quarter.
  • Kozak & Associates sold 129 BCE shares in Q3 2022, an estimated $6K.
  • Kozak & Associates first reported a position in BCE in Q4 2021 and held it in 3 quarters.
  • Kozak & Associates's BCE position peaked at $7K in Q1 2022.
  • 573 funds tracked by Wall St. Rank held BCE as of Q3 2022.

Based on Kozak & Associates's 13F filing for Q3 2022, filed 12 Oct 2022.