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Roosevelt Investment Group’s BCE BCE Stock Holding History

Roosevelt Investment Group’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
2022
Q3 		$252K Buy
6,000
+714
+14% +$34.7K 0.02% 242
2022
Q2 		$260K Hold
5,286
– – 0.02% 239
2022
Q1 		$293K Hold
5,286
– – 0.02% 240
2021
Q4 		$275K Buy
+5,286
New +$270K 0.02% 238

Other funds holding BCE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Roosevelt Investment Group's BCE Position: Q3 2022 in Review

Roosevelt Investment Group increased its BCE (BCE) stake by 14% in Q3 2022, buying an estimated $34.7K and bringing the position to 6,000 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #242.

Roosevelt Investment Group first reported a position in BCE in Q4 2021 and has held it in 4 quarters since. The position peaked at $293K in Q1 2022. 573 funds tracked by Wall St. Rank hold BCE as of Q3 2022.

  • Roosevelt Investment Group held 6,000 shares of BCE worth $252K as of Q3 2022.
  • Roosevelt Investment Group bought 714 BCE shares in Q3 2022, an estimated $34.7K.
  • BCE made up 0.02% of Roosevelt Investment Group's portfolio in Q3 2022, its #242 holding.
  • Roosevelt Investment Group first reported a position in BCE in Q4 2021 and has held it in 4 quarters since.
  • Roosevelt Investment Group's BCE position peaked at $293K in Q1 2022.
  • 573 funds tracked by Wall St. Rank held BCE as of Q3 2022.

Based on Roosevelt Investment Group's 13F filing for Q3 2022, filed 19 Oct 2022.