SWA
BCE icon

SFMG Wealth Advisors’s BCE BCE Stock Holding History

SFMG 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
2022
Q3 		– Sell
-4,798
Closed -$236K – 254
2022
Q2 		$236K Sell
4,798
-66
-1% -$3.54K 0.03% 209
2022
Q1 		$270K Hold
4,864
– – 0.03% 218
2021
Q4 		$253K Buy
+4,864
New +$249K 0.02% 229

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

SFMG Wealth Advisors's BCE Position: Q3 2022 in Review

SFMG Wealth Advisors sold out of BCE (BCE) in Q3 2022, closing a stake of 4,798 shares — an estimated $236K sold.

SFMG Wealth Advisors first reported a position in BCE in Q4 2021 and held it in 3 quarters. The position peaked at $270K in Q1 2022. 573 funds tracked by Wall St. Rank hold BCE as of Q3 2022.

  • SFMG Wealth Advisors reported no remaining BCE position as of Q3 2022 after selling out during the quarter.
  • SFMG Wealth Advisors sold 4,798 BCE shares in Q3 2022, an estimated $236K.
  • SFMG Wealth Advisors first reported a position in BCE in Q4 2021 and held it in 3 quarters.
  • SFMG Wealth Advisors's BCE position peaked at $270K in Q1 2022.
  • 573 funds tracked by Wall St. Rank held BCE as of Q3 2022.

Based on SFMG Wealth Advisors's 13F filing for Q3 2022, filed 20 Oct 2022.