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Laurel Wealth Advisors (California)’s BCE BCE Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$1.59M Sell
36,136
-166
-0.5% -$7.47K 0.16% 146
2022
Q3 		$1.52M Buy
36,302
+183
+0.5% +$8.89K 0.16% 139
2022
Q2 		$1.78M Buy
36,119
+920
+3% +$49.4K 0.18% 122
2022
Q1 		$1.95M Buy
35,199
+2,510
+8% +$133K 0.16% 135
2021
Q4 		$1.7M Buy
32,689
+1,903
+6% +$97.3K 0.13% 157
2021
Q3 		$1.54M Sell
30,786
-1,465
-5% -$74.1K 0.28% 75
2021
Q2 		$1.59M Sell
32,251
-315
-1% -$15.3K 0.21% 115
2021
Q1 		$1.47M Sell
32,566
-735
-2% -$32.4K 0.22% 103
2020
Q4 		$1.43M Hold
33,301
– – 0.21% 116
2020
Q3 		$1.38M Sell
33,301
-2,535
-7% -$107K 0.23% 106
2020
Q2 		$1.5M Sell
35,836
-700
-2% -$28.8K 0.27% 92
2020
Q1 		$1.49M Buy
36,536
+190
+0.5% +$8.52K 0.34% 74
2019
Q4 		$1.69M Sell
36,346
-99
-0.3% -$4.74K 0.28% 99
2019
Q3 		$1.76M Sell
36,445
-1,179
-3% -$55.2K 0.3% 82
2019
Q2 		$1.71M Buy
37,624
+500
+1% +$22.6K 0.38% 67
2019
Q1 		$1.65M Buy
37,124
+495
+1% +$21.4K 0.41% 62
2018
Q4 		$1.45M Sell
36,629
-2,495
-6% -$102K 0.43% 66
2018
Q3 		$1.58M Buy
39,124
+175
+0.4% +$7.21K 0.39% 67
2018
Q2 		$1.58M Sell
38,949
-200
-0.5% -$8.39K 0.42% 63
2018
Q1 		$1.68M Sell
39,149
-1,100
-3% -$49.4K 0.52% 47
2017
Q4 		$1.93M Buy
40,249
+25
+0.1% +$1.19K 0.56% 44
2017
Q3 		$1.88M Sell
40,224
-80
-0.2% -$3.75K 0.63% 38
2017
Q2 		$1.81M Sell
40,304
-100
-0.2% -$4.51K 0.65% 38
2017
Q1 		$1.79M Buy
40,404
+7,661
+23% +$338K 0.69% 33
2016
Q4 		$1.42M Sell
32,743
-8,291
-20% -$366K 0.63% 43
2016
Q3 		$1.9M Buy
+41,034
New +$1.94M 0.9% 21

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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

Laurel Wealth Advisors (California)'s BCE Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its BCE (BCE) stake by 0.46% in Q4 2022, selling an estimated $7.47K and leaving 36,136 shares worth $1.59M. The position accounts for 0.16% of the portfolio, ranked #146.

Laurel Wealth Advisors (California) first reported a position in BCE in Q3 2016 and has held it in 26 quarters since. The position peaked at $1.95M in Q1 2022. 597 funds tracked by Wall St. Rank hold BCE as of Q4 2022.

  • Laurel Wealth Advisors (California) held 36,136 shares of BCE worth $1.59M as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 166 BCE shares in Q4 2022, an estimated $7.47K.
  • BCE made up 0.16% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #146 holding.
  • Laurel Wealth Advisors (California) first reported a position in BCE in Q3 2016 and has held it in 26 quarters since.
  • Laurel Wealth Advisors (California)'s BCE position peaked at $1.95M in Q1 2022.
  • 597 funds tracked by Wall St. Rank held BCE as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.