Patriot Financial Group Insurance Agency’s BCE BCE Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-348	Closed	-$17K	–	543
2022 Q2	$17K	Hold	348	–	–	﹤0.01%	1051
2022 Q1	$19K	Hold	348	–	–	﹤0.01%	1100
2021 Q4	$18K	Hold	348	–	–	﹤0.01%	1251
2021 Q3	$17K	Hold	348	–	–	﹤0.01%	1280
2021 Q2	$17K	Buy	348 +70	+25%	+$3.39K	﹤0.01%	1239
2021 Q1	$13K	Buy	278 +100	+56%	+$4.41K	﹤0.01%	1262
2020 Q4	$8K	Buy	178 +145	+439%	+$6.2K	﹤0.01%	1283
2020 Q3	$1K	Hold	33	–	–	﹤0.01%	1520
2020 Q2	$1K	Hold	33	–	–	﹤0.01%	1482
2020 Q1	$1K	Buy	33 +1	+3%	+$45	﹤0.01%	1395
2019 Q4	$1K	Hold	32	–	–	﹤0.01%	1170
2019 Q3	$2K	Hold	32	–	–	﹤0.01%	1066
2019 Q2	$1K	Hold	32	–	–	﹤0.01%	1185
2019 Q1	$1K	Buy	+32	New	+$1.38K	﹤0.01%	1075
2018 Q2	–	Sell	-115	Closed	-$5K	–	613
2018 Q1	$5K	Hold	115	–	–	﹤0.01%	720
2017 Q4	$5K	Buy	115 +6	+6%	+$286	﹤0.01%	710
2017 Q3	$5K	Hold	109	–	–	﹤0.01%	685
2017 Q2	$5K	Hold	109	–	–	0.01%	661
2017 Q1	$5K	Hold	109	–	–	0.01%	608
2016 Q4	$5K	Buy	+109	New	+$4.81K	0.01%	556

Other funds holding BCE

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $344B AUM 42.99% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BCE Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of BCE (BCE) in Q3 2022, closing a stake of 348 shares — an estimated $17K sold.

Patriot Financial Group Insurance Agency first reported a position in BCE in Q4 2016 and held it in 20 quarters. The position peaked at $19K in Q1 2022. 574 funds tracked by Wall St. Rank hold BCE as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining BCE position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 348 BCE shares in Q3 2022, an estimated $17K.
Patriot Financial Group Insurance Agency first reported a position in BCE in Q4 2016 and held it in 20 quarters.
Patriot Financial Group Insurance Agency's BCE position peaked at $19K in Q1 2022.
574 funds tracked by Wall St. Rank held BCE as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.