Menlo Advisors’s BCE BCE Stock Holding History

Menlo 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
2023 Q3	–	Sell	-31,135	Closed	-$1.42M	–	32
2023 Q2	$1.42M	Sell	31,135 -375	-1%	-$17.5K	0.89%	26
2023 Q1	$1.41M	Hold	31,510	–	–	0.97%	27
2022 Q4	$1.38M	Hold	31,510	–	–	1.04%	25
2022 Q3	$1.32M	Sell	31,510 -1,600	-5%	-$77.7K	0.93%	26
2022 Q2	$1.63M	Hold	33,110	–	–	1.08%	26
2022 Q1	$1.84M	Buy	33,110 +205	+0.6%	+$10.9K	0.97%	29
2021 Q4	$1.71M	Sell	32,905 -1,600	-5%	-$81.8K	0.85%	33
2021 Q3	$1.73M	Buy	34,505 +375	+1%	+$19K	0.91%	33
2021 Q2	$1.68M	Hold	34,130	–	–	0.91%	32
2021 Q1	$1.54M	Hold	34,130	–	–	0.92%	30
2020 Q4	$1.46M	Buy	+34,130	New	+$1.46M	0.97%	27

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Menlo Advisors's BCE Position: Q3 2023 in Review

Menlo Advisors sold out of BCE (BCE) in Q3 2023, closing a stake of 31,135 shares — an estimated $1.42M sold.

Menlo Advisors first reported a position in BCE in Q4 2020 and held it in 11 quarters. The position peaked at $1.84M in Q1 2022. 563 funds tracked by Wall St. Rank hold BCE as of Q3 2023.

Menlo Advisors reported no remaining BCE position as of Q3 2023 after selling out during the quarter.
Menlo Advisors sold 31,135 BCE shares in Q3 2023, an estimated $1.42M.
Menlo Advisors first reported a position in BCE in Q4 2020 and held it in 11 quarters.
Menlo Advisors's BCE position peaked at $1.84M in Q1 2022.
563 funds tracked by Wall St. Rank held BCE as of Q3 2023.

Based on Menlo Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.