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Lockerman Financial Group’s BCE BCE Stock Holding History

Lockerman Financial Group’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
Q2 		– Sell
-3,900
Closed -$216K – 64
2022
Q1 		$216K Hold
3,900
– – 0.58% 66
2021
Q4 		$203K Buy
+3,900
New +$199K 0.53% 64

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
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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Lockerman Financial Group's BCE Position: Q2 2022 in Review

Lockerman Financial Group sold out of BCE (BCE) in Q2 2022, closing a stake of 3,900 shares — an estimated $216K sold.

Lockerman Financial Group first reported a position in BCE in Q4 2021 and held it in 2 quarters. The position peaked at $216K in Q1 2022. 600 funds tracked by Wall St. Rank hold BCE as of Q2 2022.

  • Lockerman Financial Group reported no remaining BCE position as of Q2 2022 after selling out during the quarter.
  • Lockerman Financial Group sold 3,900 BCE shares in Q2 2022, an estimated $216K.
  • Lockerman Financial Group first reported a position in BCE in Q4 2021 and held it in 2 quarters.
  • Lockerman Financial Group's BCE position peaked at $216K in Q1 2022.
  • 600 funds tracked by Wall St. Rank held BCE as of Q2 2022.

Based on Lockerman Financial Group's 13F filing for Q2 2022, filed 22 Jul 2022.