Sax Wealth Advisors’s BCE BCE Stock Holding History

Sax Wealth 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
2023 Q2	–	Sell	-8,270	Closed	-$370K	–	178
2023 Q1	$370K	Hold	8,270	–	–	0.08%	127
2022 Q4	$363K	Sell	8,270 -500	-6%	-$22.5K	0.08%	122
2022 Q3	$368K	Sell	8,770 -500	-5%	-$24.3K	0.09%	118
2022 Q2	$456K	Hold	9,270	–	–	0.12%	111
2022 Q1	$514K	Hold	9,270	–	–	0.12%	108
2021 Q4	$482K	Buy	9,270 +2,000	+28%	+$102K	0.1%	118
2021 Q3	$364K	Hold	7,270	–	–	0.09%	120
2021 Q2	$359K	Buy	+7,270	New	+$352K	0.12%	113

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 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

Sax Wealth Advisors's BCE Position: Q2 2023 in Review

Sax Wealth Advisors sold out of BCE (BCE) in Q2 2023, closing a stake of 8,270 shares — an estimated $370K sold.

Sax Wealth Advisors first reported a position in BCE in Q2 2021 and held it in 8 quarters. The position peaked at $514K in Q1 2022. 588 funds tracked by Wall St. Rank hold BCE as of Q2 2023.

Sax Wealth Advisors reported no remaining BCE position as of Q2 2023 after selling out during the quarter.
Sax Wealth Advisors sold 8,270 BCE shares in Q2 2023, an estimated $370K.
Sax Wealth Advisors first reported a position in BCE in Q2 2021 and held it in 8 quarters.
Sax Wealth Advisors's BCE position peaked at $514K in Q1 2022.
588 funds tracked by Wall St. Rank held BCE as of Q2 2023.

Based on Sax Wealth Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.