Morton Brown Family Wealth’s BCE BCE Stock Holding History

Morton Brown Family 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
2022 Q4	–	Sell	-142	Closed	-$6K	–	167
2022 Q3	$6K	Buy	142 +16	+13%	+$777	﹤0.01%	133
2022 Q2	$6K	Buy	+126	New	+$6.76K	﹤0.01%	132

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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

Morton Brown Family Wealth's BCE Position: Q4 2022 in Review

Morton Brown Family Wealth sold out of BCE (BCE) in Q4 2022, closing a stake of 142 shares — an estimated $6K sold.

Morton Brown Family Wealth first reported a position in BCE in Q2 2022 and held it in 2 quarters. The position peaked at $6K in Q3 2022. 597 funds tracked by Wall St. Rank hold BCE as of Q4 2022.

Morton Brown Family Wealth reported no remaining BCE position as of Q4 2022 after selling out during the quarter.
Morton Brown Family Wealth sold 142 BCE shares in Q4 2022, an estimated $6K.
Morton Brown Family Wealth first reported a position in BCE in Q2 2022 and held it in 2 quarters.
Morton Brown Family Wealth's BCE position peaked at $6K in Q3 2022.
597 funds tracked by Wall St. Rank held BCE as of Q4 2022.

Based on Morton Brown Family Wealth's 13F filing for Q4 2022, filed 2 Feb 2023.