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Legacy Financial Advisors’s BCE BCE Stock Holding History

Legacy Financial Advisors’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
-8,531
Closed -$297K – 347
2024
Q3 		$297K Buy
8,531
+1,378
+19% +$47.1K 0.05% 278
2024
Q2 		$232K Buy
+7,153
New +$238K 0.04% 301
2024
Q1 		– Sell
-5,644
Closed -$222K – 326
2023
Q4 		$222K Buy
+5,644
New +$218K 0.04% 277
2023
Q3 		– Sell
-5,372
Closed -$245K – 267
2023
Q2 		$245K Buy
+5,372
New +$250K 0.05% 222
2023
Q1 		– Sell
-4,978
Closed -$219K – 253
2022
Q4 		$219K Buy
4,978
+5
+0.1% +$225 0.05% 220
2022
Q3 		$209K Buy
4,973
+221
+5% +$10.7K 0.05% 206
2022
Q2 		$234K Sell
4,752
-37
-0.8% -$1.99K 0.06% 184
2022
Q1 		$266K Buy
4,789
+74
+2% +$3.92K 0.06% 185
2021
Q4 		$245K Buy
4,715
+415
+10% +$21.2K 0.06% 174
2021
Q3 		$215K Buy
+4,300
New +$218K 0.05% 171
2019
Q2 		– Sell
-2,006
Closed -$89K – 203
2019
Q1 		$89K Buy
2,006
+657
+49% +$28.3K 0.03% 182
2018
Q4 		$53K Buy
1,349
+320
+31% +$13.1K 0.02% 235
2018
Q3 		$41K Sell
1,029
-104
-9% -$4.28K 0.01% 273
2018
Q2 		$48K Buy
1,133
+218
+24% +$9.15K 0.02% 256
2018
Q1 		$39K Hold
915
– – 0.02% 273
2017
Q4 		$43K Buy
+915
New +$43.6K 0.02% 259

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Legacy Financial Advisors's BCE Position: Q4 2024 in Review

Legacy Financial Advisors sold out of BCE (BCE) in Q4 2024, closing a stake of 8,531 shares — an estimated $297K sold.

Legacy Financial Advisors first reported a position in BCE in Q4 2017 and held it in 16 quarters. The position peaked at $297K in Q3 2024. 430 funds tracked by Wall St. Rank hold BCE as of Q4 2024.

  • Legacy Financial Advisors reported no remaining BCE position as of Q4 2024 after selling out during the quarter.
  • Legacy Financial Advisors sold 8,531 BCE shares in Q4 2024, an estimated $297K.
  • Legacy Financial Advisors first reported a position in BCE in Q4 2017 and held it in 16 quarters.
  • Legacy Financial Advisors's BCE position peaked at $297K in Q3 2024.
  • 430 funds tracked by Wall St. Rank held BCE as of Q4 2024.

Based on Legacy Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.