Phoenix Wealth Advisors’s BCE BCE Stock Holding History

Phoenix 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
2021 Q4	–	Sell	-700	Closed	-$35K	–	147
2021 Q3	$35K	Sell	700 -50	-7%	-$2.53K	0.03%	217
2021 Q2	$37K	Hold	750	–	–	0.03%	208
2021 Q1	$34K	Hold	750	–	–	0.03%	212
2020 Q4	$32K	Buy	+750	New	+$32.1K	0.02%	219

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 Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Phoenix Wealth Advisors's BCE Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of BCE (BCE) in Q4 2021, closing a stake of 700 shares — an estimated $35K sold.

Phoenix Wealth Advisors first reported a position in BCE in Q4 2020 and held it in 4 quarters. The position peaked at $37K in Q2 2021. 606 funds tracked by Wall St. Rank hold BCE as of Q4 2021.

Phoenix Wealth Advisors reported no remaining BCE position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 700 BCE shares in Q4 2021, an estimated $35K.
Phoenix Wealth Advisors first reported a position in BCE in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's BCE position peaked at $37K in Q2 2021.
606 funds tracked by Wall St. Rank held BCE as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.