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Marcum Wealth’s BCE BCE Stock Holding History

Marcum Wealth’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
Q4 		– Sell
-6,532
Closed -$249K – 387
2023
Q3 		$249K Sell
6,532
-154
-2% -$6.47K 0.03% 279
2023
Q2 		$305K Sell
6,686
-13
-0.2% -$605 0.04% 245
2023
Q1 		$300K Sell
6,699
-104
-2% -$4.7K 0.04% 243
2022
Q4 		$299K Buy
6,803
+253
+4% +$11.4K 0.04% 241
2022
Q3 		$275K Sell
6,550
-63
-1% -$3.06K 0.04% 250
2022
Q2 		$325K Sell
6,613
-104
-2% -$5.58K 0.05% 219
2022
Q1 		$373K Sell
6,717
-326
-5% -$17.3K 0.05% 210
2021
Q4 		$367K Sell
7,043
-92
-1% -$4.7K 0.05% 211
2021
Q3 		$357K Sell
7,135
-267
-4% -$13.5K 0.06% 210
2021
Q2 		$365K Buy
7,402
+54
+0.7% +$2.62K 0.06% 190
2021
Q1 		$332K Buy
+7,348
New +$324K 0.05% 207

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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Marcum Wealth's BCE Position: Q4 2023 in Review

Marcum Wealth sold out of BCE (BCE) in Q4 2023, closing a stake of 6,532 shares — an estimated $249K sold.

Marcum Wealth first reported a position in BCE in Q1 2021 and held it in 11 quarters. The position peaked at $373K in Q1 2022. 537 funds tracked by Wall St. Rank hold BCE as of Q4 2023.

  • Marcum Wealth reported no remaining BCE position as of Q4 2023 after selling out during the quarter.
  • Marcum Wealth sold 6,532 BCE shares in Q4 2023, an estimated $249K.
  • Marcum Wealth first reported a position in BCE in Q1 2021 and held it in 11 quarters.
  • Marcum Wealth's BCE position peaked at $373K in Q1 2022.
  • 537 funds tracked by Wall St. Rank held BCE as of Q4 2023.

Based on Marcum Wealth's 13F filing for Q4 2023, filed 10 Jan 2024.