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Schechter Investment Advisors’s BCE BCE Stock Holding History

Schechter Investment 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
Q4 		– Sell
-5,965
Closed -$208K – 666
2024
Q3 		$208K Buy
+5,965
New +$204K 0.02% 584

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Schechter Investment Advisors's BCE Position: Q4 2024 in Review

Schechter Investment Advisors sold out of BCE (BCE) in Q4 2024, closing a stake of 5,965 shares — an estimated $208K sold.

Schechter Investment Advisors first reported a position in BCE in Q3 2024 and held it in 1 quarter. The position peaked at $208K in Q3 2024. 430 funds tracked by Wall St. Rank hold BCE as of Q4 2024.

  • Schechter Investment Advisors reported no remaining BCE position as of Q4 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 5,965 BCE shares in Q4 2024, an estimated $208K.
  • Schechter Investment Advisors first reported a position in BCE in Q3 2024 and held it in 1 quarter.
  • Schechter Investment Advisors's BCE position peaked at $208K in Q3 2024.
  • 430 funds tracked by Wall St. Rank held BCE as of Q4 2024.

Based on Schechter Investment Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.