Ritholtz Wealth Management’s BCE BCE Stock Holding History

Ritholtz Wealth Management’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	-9,172	Closed	-$350K	–	759
2023 Q3	$350K	Sell	9,172 -16,088	-64%	-$676K	0.02%	522
2023 Q2	$1.15M	Buy	25,260 +1,058	+4%	+$49.3K	0.05%	236
2023 Q1	$1.08M	Buy	24,202 +2,077	+9%	+$93.8K	0.05%	244
2022 Q4	$972K	Buy	22,125 +15,953	+258%	+$718K	0.05%	240
2022 Q3	$259K	Buy	+6,172	New	+$300K	0.01%	586

Other funds holding BCE

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ritholtz Wealth Management's BCE Position: Q4 2023 in Review

Ritholtz Wealth Management sold out of BCE (BCE) in Q4 2023, closing a stake of 9,172 shares — an estimated $350K sold.

Ritholtz Wealth Management first reported a position in BCE in Q3 2022 and held it in 5 quarters. The position peaked at $1.15M in Q2 2023. 537 funds tracked by Wall St. Rank hold BCE as of Q4 2023.

Ritholtz Wealth Management reported no remaining BCE position as of Q4 2023 after selling out during the quarter.
Ritholtz Wealth Management sold 9,172 BCE shares in Q4 2023, an estimated $350K.
Ritholtz Wealth Management first reported a position in BCE in Q3 2022 and held it in 5 quarters.
Ritholtz Wealth Management's BCE position peaked at $1.15M in Q2 2023.
537 funds tracked by Wall St. Rank held BCE as of Q4 2023.

Based on Ritholtz Wealth Management's 13F filing for Q4 2023, filed 18 Jan 2024.