Perigon Wealth Management’s BCE BCE Stock Holding History

Perigon Wealth Management’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
2021 Q1	–	Sell	-1,374	Closed	-$59K	–	537
2020 Q4	$59K	Buy	+1,374	New	+$58.8K	0.01%	696
2018 Q2	–	Sell	-332	Closed	-$14K	–	269
2018 Q1	$14K	Hold	332	–	–	0.01%	476
2017 Q4	$16K	Hold	332	–	–	0.01%	435
2017 Q3	$16K	Buy	+332	New	+$15.5K	0.01%	463
2016 Q4	–	Sell	-98	Closed	-$5K	–	704
2016 Q3	$5K	Buy	+98	New	+$4.64K	﹤0.01%	555

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

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

Perigon Wealth Management's BCE Position: Q1 2021 in Review

Perigon Wealth Management sold out of BCE (BCE) in Q1 2021, closing a stake of 1,374 shares — an estimated $59K sold.

Perigon Wealth Management first reported a position in BCE in Q3 2016 and held it in 5 quarters. The position peaked at $59K in Q4 2020. 534 funds tracked by Wall St. Rank hold BCE as of Q1 2021.

Perigon Wealth Management reported no remaining BCE position as of Q1 2021 after selling out during the quarter.
Perigon Wealth Management sold 1,374 BCE shares in Q1 2021, an estimated $59K.
Perigon Wealth Management first reported a position in BCE in Q3 2016 and held it in 5 quarters.
Perigon Wealth Management's BCE position peaked at $59K in Q4 2020.
534 funds tracked by Wall St. Rank held BCE as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.