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Phillips Wealth Planners’s BCE BCE Stock Holding History

Phillips Wealth Planners’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
Q1 		– Sell
-6,491
Closed -$269K – 176
2023
Q4 		$269K Sell
6,491
-2,371
-27% -$91.8K 0.32% 119
2023
Q3 		$333K Sell
8,862
-1,389
-14% -$58.3K 0.45% 84
2023
Q2 		$467K Buy
10,251
+408
+4% +$19K 0.61% 55
2023
Q1 		$475K Buy
+9,843
New +$445K 0.63% 51

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
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
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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

Phillips Wealth Planners's BCE Position: Q1 2024 in Review

Phillips Wealth Planners sold out of BCE (BCE) in Q1 2024, closing a stake of 6,491 shares — an estimated $269K sold.

Phillips Wealth Planners first reported a position in BCE in Q1 2023 and held it in 4 quarters. The position peaked at $475K in Q1 2023. 539 funds tracked by Wall St. Rank hold BCE as of Q1 2024.

  • Phillips Wealth Planners reported no remaining BCE position as of Q1 2024 after selling out during the quarter.
  • Phillips Wealth Planners sold 6,491 BCE shares in Q1 2024, an estimated $269K.
  • Phillips Wealth Planners first reported a position in BCE in Q1 2023 and held it in 4 quarters.
  • Phillips Wealth Planners's BCE position peaked at $475K in Q1 2023.
  • 539 funds tracked by Wall St. Rank held BCE as of Q1 2024.

Based on Phillips Wealth Planners's 13F filing for Q1 2024, filed 29 Apr 2024.