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Resurgent Financial Advisors’s BCE BCE Stock Holding History

Resurgent Financial 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
2024
Q1 		– Sell
-561
Closed -$22.1K – 224
2023
Q4 		$22.1K Sell
561
-742
-57% -$28.7K 0.01% 472
2023
Q3 		$49.7K Hold
1,303
– – 0.03% 329
2023
Q2 		$59.4K Sell
1,303
-335
-20% -$15.6K 0.04% 309
2023
Q1 		$73.4K Sell
1,638
-3,062
-65% -$138K 0.05% 270
2022
Q4 		$207K Buy
+4,700
New +$212K 0.11% 197

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

Resurgent Financial Advisors's BCE Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of BCE (BCE) in Q1 2024, closing a stake of 561 shares — an estimated $22.1K sold.

Resurgent Financial Advisors first reported a position in BCE in Q4 2022 and held it in 5 quarters. The position peaked at $207K in Q4 2022. 539 funds tracked by Wall St. Rank hold BCE as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining BCE position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 561 BCE shares in Q1 2024, an estimated $22.1K.
  • Resurgent Financial Advisors first reported a position in BCE in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's BCE position peaked at $207K in Q4 2022.
  • 539 funds tracked by Wall St. Rank held BCE as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.