Liberty Wealth Management’s BCE BCE Stock Holding History

Liberty Wealth Management’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	-3,228	Closed	-$164K	–	260
2021 Q3	$164K	Buy	3,228 +1,641	+103%	+$83K	0.06%	196
2021 Q2	$78K	Buy	1,587 +18	+1%	+$872	0.03%	247
2021 Q1	$66K	Hold	1,569	–	–	0.03%	235
2020 Q4	$66K	Buy	1,569 +718	+84%	+$30.7K	0.03%	232
2020 Q3	$35K	Sell	851 -210	-20%	-$8.88K	0.02%	290
2020 Q2	$44K	Sell	1,061 -208	-16%	-$8.56K	0.03%	239
2020 Q1	$52K	Buy	1,269 +5	+0.4%	+$224	0.05%	206
2019 Q4	$58K	Sell	1,264 -60	-5%	-$2.87K	0.05%	222
2019 Q3	$64K	Buy	1,324 +247	+23%	+$11.6K	0.06%	194
2019 Q2	$49K	Buy	1,077 +17	+2%	+$767	0.04%	247
2019 Q1	$47K	Buy	1,060 +9	+0.9%	+$388	0.04%	208
2018 Q4	$41K	Buy	+1,051	New	+$43K	0.03%	210

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

Liberty Wealth Management's BCE Position: Q4 2021 in Review

Liberty Wealth Management sold out of BCE (BCE) in Q4 2021, closing a stake of 3,228 shares — an estimated $164K sold.

Liberty Wealth Management first reported a position in BCE in Q4 2018 and held it in 12 quarters. The position peaked at $164K in Q3 2021. 606 funds tracked by Wall St. Rank hold BCE as of Q4 2021.

Liberty Wealth Management reported no remaining BCE position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 3,228 BCE shares in Q4 2021, an estimated $164K.
Liberty Wealth Management first reported a position in BCE in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's BCE position peaked at $164K in Q3 2021.
606 funds tracked by Wall St. Rank held BCE as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.