Lumature Wealth Partners’s BCE BCE Stock Holding History

Lumature Wealth Partners’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
2023 Q1	–	Sell	-129	Closed	-$5.67K	–	400
2022 Q4	$5.67K	Sell	129 -19	-13%	-$856	﹤0.01%	334
2022 Q3	$6K	Sell	148 -14	-9%	-$680	﹤0.01%	333
2022 Q2	$8K	Sell	162 -1,211	-88%	-$65K	﹤0.01%	329
2022 Q1	$76K	Sell	1,373 -61	-4%	-$3.23K	0.03%	230
2021 Q4	$75K	Hold	1,434	–	–	0.03%	204
2021 Q3	$72K	Hold	1,434	–	–	0.03%	203
2021 Q2	$71K	Buy	1,434 +346	+32%	+$16.8K	0.03%	206
2021 Q1	$49K	Buy	+1,088	New	+$48K	0.03%	231

Other funds holding BCE

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

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

Lumature Wealth Partners's BCE Position: Q1 2023 in Review

Lumature Wealth Partners sold out of BCE (BCE) in Q1 2023, closing a stake of 129 shares — an estimated $5.67K sold.

Lumature Wealth Partners first reported a position in BCE in Q1 2021 and held it in 8 quarters. The position peaked at $76K in Q1 2022. 584 funds tracked by Wall St. Rank hold BCE as of Q1 2023.

Lumature Wealth Partners reported no remaining BCE position as of Q1 2023 after selling out during the quarter.
Lumature Wealth Partners sold 129 BCE shares in Q1 2023, an estimated $5.67K.
Lumature Wealth Partners first reported a position in BCE in Q1 2021 and held it in 8 quarters.
Lumature Wealth Partners's BCE position peaked at $76K in Q1 2022.
584 funds tracked by Wall St. Rank held BCE as of Q1 2023.

Based on Lumature Wealth Partners's 13F filing for Q1 2023, filed 15 May 2023.