Pathstone Family Office’s BCE BCE Stock Holding History

Pathstone Family Office’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	$493K	Buy	12,912 +19	+0.1%	+$798	﹤0.01%	1042
2023 Q2	$600K	Buy	12,893 +5,475	+74%	+$255K	0.01%	675
2023 Q1	$332K	Sell	7,418 -4,990	-40%	-$225K	0.01%	871
2022 Q4	$594K	Buy	12,408 +3,397	+38%	+$153K	0.01%	628
2022 Q3	$378K	Buy	+9,011	New	+$438K	0.01%	806
2021 Q1	–	Sell	-76	Closed	-$3K	–	726
2020 Q4	$3K	Sell	76 -369	-83%	-$15.8K	﹤0.01%	992
2020 Q3	$18K	Buy	+445	New	+$18.8K	﹤0.01%	489
2020 Q2	–	Sell	-419	Closed	-$17K	–	726
2020 Q1	$17K	Buy	+419	New	+$18.8K	﹤0.01%	432
2019 Q2	–	Sell	-174	Closed	-$8K	–	655
2019 Q1	$8K	Buy	+174	New	+$7.51K	﹤0.01%	534

Other funds holding BCE

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Pathstone Family Office's BCE Position: Q3 2023 in Review

Pathstone Family Office increased its BCE (BCE) stake by 0.15% in Q3 2023, buying an estimated $798 and bringing the position to 12,912 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Pathstone Family Office first reported a position in BCE in Q1 2019 and has held it in 9 quarters since. The position peaked at $600K in Q2 2023. 565 funds tracked by Wall St. Rank hold BCE as of Q3 2023.

Pathstone Family Office held 12,912 shares of BCE worth $493K as of Q3 2023.
Pathstone Family Office bought 19 BCE shares in Q3 2023, an estimated $798.
BCE made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1042 holding.
Pathstone Family Office first reported a position in BCE in Q1 2019 and has held it in 9 quarters since.
Pathstone Family Office's BCE position peaked at $600K in Q2 2023.
565 funds tracked by Wall St. Rank held BCE as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.