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Pacific Capital Wealth Advisors’s BCE BCE Stock Holding History

Pacific Capital Wealth 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
2024
Q2 		– Sell
-49
Closed -$1.67K – 558
2024
Q1 		$1.67K Buy
+49
New +$1.86K ﹤0.01% 455

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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Pacific Capital Wealth Advisors's BCE Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of BCE (BCE) in Q2 2024, closing a stake of 49 shares — an estimated $1.67K sold.

Pacific Capital Wealth Advisors first reported a position in BCE in Q1 2024 and held it in 1 quarter. The position peaked at $1.67K in Q1 2024. 501 funds tracked by Wall St. Rank hold BCE as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining BCE position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 49 BCE shares in Q2 2024, an estimated $1.67K.
  • Pacific Capital Wealth Advisors first reported a position in BCE in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's BCE position peaked at $1.67K in Q1 2024.
  • 501 funds tracked by Wall St. Rank held BCE as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.