Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-14,073
Closed -$554K 367
2023
Q4
$554K Sell
14,073
-1,207
-8% -$46.7K 0.1% 195
2023
Q3
$586K Buy
15,280
+287
+2% +$12.1K 0.11% 171
2023
Q2
$683K Buy
+14,993
New +$698K 0.13% 166

Other funds holding BCE

Portside Wealth Group's BCE Position: Q1 2024 in Review

Portside Wealth Group sold out of BCE (BCE) in Q1 2024, closing a stake of 14,073 shares — an estimated $554K sold.

Portside Wealth Group first reported a position in BCE in Q2 2023 and held it in 3 quarters. The position peaked at $683K in Q2 2023. 539 funds tracked by Wall St. Rank hold BCE as of Q1 2024.

  • Portside Wealth Group reported no remaining BCE position as of Q1 2024 after selling out during the quarter.
  • Portside Wealth Group sold 14,073 BCE shares in Q1 2024, an estimated $554K.
  • Portside Wealth Group first reported a position in BCE in Q2 2023 and held it in 3 quarters.
  • Portside Wealth Group's BCE position peaked at $683K in Q2 2023.
  • 539 funds tracked by Wall St. Rank held BCE as of Q1 2024.

Based on Portside Wealth Group's 13F filing for Q1 2024, filed 17 Apr 2024.