Sheets Smith Wealth Management’s BCE BCE Stock Holding History

Sheets Smith Wealth 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
2023 Q4	–	Sell	-7,345	Closed	-$281K	–	357
2023 Q3	$281K	Hold	7,345	–	–	0.04%	278
2023 Q2	$335K	Hold	7,345	–	–	0.05%	265
2023 Q1	$329K	Sell	7,345 -459	-6%	-$20.7K	0.05%	254
2022 Q4	$343K	Buy	7,804 +70	+0.9%	+$3.15K	0.05%	237
2022 Q3	$324K	Sell	7,734 -1,116	-13%	-$54.2K	0.05%	235
2022 Q2	$435K	Hold	8,850	–	–	0.07%	195
2022 Q1	$491K	Sell	8,850 -653	-7%	-$34.6K	0.07%	215
2021 Q4	$495K	Buy	9,503 +113	+1%	+$5.78K	0.06%	233
2021 Q3	$470K	Hold	9,390	–	–	0.06%	225
2021 Q2	$463K	Hold	9,390	–	–	0.06%	230
2021 Q1	$424K	Sell	9,390 -167	-2%	-$7.37K	0.06%	233
2020 Q4	$409K	Hold	9,557	–	–	0.06%	228
2020 Q3	$396K	Sell	9,557 -549	-5%	-$23.2K	0.07%	211
2020 Q2	$422K	Buy	10,106 +2,121	+27%	+$87.3K	0.08%	171
2020 Q1	$326K	Buy	7,985 +70	+0.9%	+$3.14K	0.07%	198
2019 Q4	$367K	Buy	7,915 +1,450	+22%	+$69.4K	0.07%	240
2019 Q3	$313K	Buy	6,465 +91	+1%	+$4.26K	0.06%	243
2019 Q2	$290K	Buy	6,374 +1,684	+36%	+$76K	0.06%	270
2019 Q1	$208K	Buy	+4,690	New	+$202K	0.05%	301

Other funds holding BCE

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sheets Smith Wealth Management's BCE Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of BCE (BCE) in Q4 2023, closing a stake of 7,345 shares — an estimated $281K sold.

Sheets Smith Wealth Management first reported a position in BCE in Q1 2019 and held it in 19 quarters. The position peaked at $495K in Q4 2021. 539 funds tracked by Wall St. Rank hold BCE as of Q4 2023.

Sheets Smith Wealth Management reported no remaining BCE position as of Q4 2023 after selling out during the quarter.
Sheets Smith Wealth Management sold 7,345 BCE shares in Q4 2023, an estimated $281K.
Sheets Smith Wealth Management first reported a position in BCE in Q1 2019 and held it in 19 quarters.
Sheets Smith Wealth Management's BCE position peaked at $495K in Q4 2021.
539 funds tracked by Wall St. Rank held BCE as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.