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Rockbridge Investment Management’s BCE BCE Stock Holding History

Rockbridge Investment 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
2024
Q1 		– Sell
-20
Closed -$788 – 169
2023
Q4 		$788 Buy
+20
New +$774 ﹤0.01% 596
2022
Q3 		– Sell
-20
Closed -$984 – 150
2022
Q2 		$984 Hold
20
– – ﹤0.01% 574
2022
Q1 		$1.12K Hold
20
– – ﹤0.01% 727
2021
Q4 		$1K Hold
20
– – ﹤0.01% 752
2021
Q3 		$1K Hold
20
– – ﹤0.01% 700
2021
Q2 		$1K Sell
20
-100
-83% -$4.84K ﹤0.01% 695
2021
Q1 		$5K Buy
120
+20
+20% +$882 ﹤0.01% 573
2020
Q4 		$4K Hold
100
– – ﹤0.01% 579
2020
Q3 		$4K Hold
100
– – ﹤0.01% 534
2020
Q2 		$4K Buy
+100
New +$4.12K ﹤0.01% 507

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

Rockbridge Investment Management's BCE Position: Q1 2024 in Review

Rockbridge Investment Management sold out of BCE (BCE) in Q1 2024, closing a stake of 20 shares — an estimated $788 sold.

Rockbridge Investment Management first reported a position in BCE in Q2 2020 and held it in 10 quarters. The position peaked at $5K in Q1 2021. 539 funds tracked by Wall St. Rank hold BCE as of Q1 2024.

  • Rockbridge Investment Management reported no remaining BCE position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 20 BCE shares in Q1 2024, an estimated $788.
  • Rockbridge Investment Management first reported a position in BCE in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's BCE position peaked at $5K in Q1 2021.
  • 539 funds tracked by Wall St. Rank held BCE as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.