Lenox Wealth Advisors’s BCE BCE Stock Holding History

Lenox Wealth 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
2021 Q4	–	Sell	-130	Closed	-$7K	–	960
2021 Q3	$7K	Hold	130	–	–	﹤0.01%	514
2021 Q2	$6K	Buy	+130	New	+$6.3K	﹤0.01%	525
2021 Q1	–	Sell	-401	Closed	-$17K	–	683
2020 Q4	$17K	Buy	401 +340	+557%	+$14.5K	﹤0.01%	339
2020 Q3	$3K	Sell	61 -415	-87%	-$17.6K	﹤0.01%	475
2020 Q2	$20K	Buy	476 +415	+680%	+$17.1K	﹤0.01%	291
2020 Q1	$2K	Hold	61	–	–	﹤0.01%	561
2019 Q4	$3K	Hold	61	–	–	﹤0.01%	530
2019 Q3	$3K	Hold	61	–	–	﹤0.01%	438
2019 Q2	$3K	Hold	61	–	–	﹤0.01%	345
2019 Q1	$3K	Hold	61	–	–	﹤0.01%	439
2018 Q4	$2K	Hold	61	–	–	﹤0.01%	334
2018 Q3	$2K	Sell	61 -875	-93%	-$36K	﹤0.01%	362
2018 Q2	$38K	Sell	936 -728	-44%	-$30.6K	0.01%	169
2018 Q1	$72K	Buy	1,664 +1,026	+161%	+$46.1K	0.02%	131
2017 Q4	$31K	Buy	+638	New	+$30.4K	0.01%	116

Other funds holding BCE

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Lenox Wealth Advisors's BCE Position: Q4 2021 in Review

Lenox Wealth Advisors sold out of BCE (BCE) in Q4 2021, closing a stake of 130 shares — an estimated $7K sold.

Lenox Wealth Advisors first reported a position in BCE in Q4 2017 and held it in 15 quarters. The position peaked at $72K in Q1 2018. 607 funds tracked by Wall St. Rank hold BCE as of Q4 2021.

Lenox Wealth Advisors reported no remaining BCE position as of Q4 2021 after selling out during the quarter.
Lenox Wealth Advisors sold 130 BCE shares in Q4 2021, an estimated $7K.
Lenox Wealth Advisors first reported a position in BCE in Q4 2017 and held it in 15 quarters.
Lenox Wealth Advisors's BCE position peaked at $72K in Q1 2018.
607 funds tracked by Wall St. Rank held BCE as of Q4 2021.

Based on Lenox Wealth Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.