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Pinion Investment Advisors’s BCE BCE Stock Holding History

Pinion Investment 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
2023
Q4 		– Sell
-6,341
Closed -$242K – 150
2023
Q3 		$242K Sell
6,341
-430
-6% -$18.1K 0.16% 142
2023
Q2 		$309K Buy
6,771
+1,976
+41% +$92K 0.21% 124
2023
Q1 		$215K Sell
4,795
-845
-15% -$38.2K 0.2% 115
2022
Q4 		$248K Sell
5,640
-2,096
-27% -$94.4K 0.23% 109
2022
Q3 		$324K Hold
7,736
– – 0.28% 110
2022
Q2 		$380K Sell
7,736
-215
-3% -$11.5K 0.32% 105
2022
Q1 		$441K Hold
7,951
– – 0.31% 104
2021
Q4 		$414K Sell
7,951
-95
-1% -$4.86K 0.28% 107
2021
Q3 		$403K Buy
8,046
+51
+0.6% +$2.58K 0.32% 99
2021
Q2 		$394K Sell
7,995
-30
-0.4% -$1.45K 0.32% 107
2021
Q1 		$362K Buy
8,025
+396
+5% +$17.5K 0.33% 108
2020
Q4 		$327K Buy
7,629
+302
+4% +$12.9K 0.34% 101
2020
Q3 		$306K Hold
7,327
– – 0.46% 88
2020
Q2 		$306K Buy
7,327
+25
+0.3% +$1.03K 0.46% 88
2020
Q1 		$298K Buy
7,302
+1,192
+20% +$53.4K 0.64% 70
2019
Q4 		$283K Buy
6,110
+1,680
+38% +$80.4K 0.52% 97
2019
Q3 		$214K Buy
+4,430
New +$207K 0.44% 108

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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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
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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Pinion Investment Advisors's BCE Position: Q4 2023 in Review

Pinion Investment Advisors sold out of BCE (BCE) in Q4 2023, closing a stake of 6,341 shares — an estimated $242K sold.

Pinion Investment Advisors first reported a position in BCE in Q3 2019 and held it in 17 quarters. The position peaked at $441K in Q1 2022. 537 funds tracked by Wall St. Rank hold BCE as of Q4 2023.

  • Pinion Investment Advisors reported no remaining BCE position as of Q4 2023 after selling out during the quarter.
  • Pinion Investment Advisors sold 6,341 BCE shares in Q4 2023, an estimated $242K.
  • Pinion Investment Advisors first reported a position in BCE in Q3 2019 and held it in 17 quarters.
  • Pinion Investment Advisors's BCE position peaked at $441K in Q1 2022.
  • 537 funds tracked by Wall St. Rank held BCE as of Q4 2023.

Based on Pinion Investment Advisors's 13F filing for Q4 2023, filed 25 Jan 2024.