Shulman DeMeo Asset Management’s BCE BCE Stock Holding History

Shulman DeMeo Asset 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	-7,040	Closed	-$269K	–	136
2023 Q3	$269K	Sell	7,040 -1,390	-16%	-$58.4K	0.09%	101
2023 Q2	$384K	Sell	8,430 -54	-0.6%	-$2.51K	0.12%	81
2023 Q1	$380K	Sell	8,484 -4	-0%	-$181	0.12%	82
2022 Q4	$373K	Hold	8,488	–	–	0.12%	82
2022 Q3	$356K	Sell	8,488 -3	-0%	-$146	0.13%	83
2022 Q2	$418K	Buy	8,491 +88	+1%	+$4.72K	0.14%	76
2022 Q1	$466K	Buy	8,403 +149	+2%	+$7.9K	0.13%	78
2021 Q4	$430K	Buy	+8,254	New	+$422K	0.11%	84
2021 Q3	–	Sell	-8,899	Closed	-$439K	–	88
2021 Q2	$439K	Sell	8,899 -445	-5%	-$21.6K	0.17%	36
2021 Q1	$422K	Buy	9,344 +178	+2%	+$7.85K	0.12%	82
2020 Q4	$392K	Sell	9,166 -215	-2%	-$9.2K	0.11%	90
2020 Q3	$389K	Sell	9,381 -7	-0.1%	-$296	0.13%	73
2020 Q2	$392K	Buy	9,388 +3,010	+47%	+$124K	0.15%	68
2020 Q1	$261K	Hold	6,378	–	–	0.12%	74
2019 Q4	$296K	Sell	6,378 -269	-4%	-$12.9K	0.1%	96
2019 Q3	$322K	Hold	6,647	–	–	0.11%	91
2019 Q2	$302K	Hold	6,647	–	–	0.11%	92
2019 Q1	$295K	Buy	+6,647	New	+$287K	0.11%	88

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

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Shulman DeMeo Asset Management's BCE Position: Q4 2023 in Review

Shulman DeMeo Asset Management sold out of BCE (BCE) in Q4 2023, closing a stake of 7,040 shares — an estimated $269K sold.

Shulman DeMeo Asset Management first reported a position in BCE in Q1 2019 and held it in 18 quarters. The position peaked at $466K in Q1 2022. 537 funds tracked by Wall St. Rank hold BCE as of Q4 2023.

Shulman DeMeo Asset Management reported no remaining BCE position as of Q4 2023 after selling out during the quarter.
Shulman DeMeo Asset Management sold 7,040 BCE shares in Q4 2023, an estimated $269K.
Shulman DeMeo Asset Management first reported a position in BCE in Q1 2019 and held it in 18 quarters.
Shulman DeMeo Asset Management's BCE position peaked at $466K in Q1 2022.
537 funds tracked by Wall St. Rank held BCE as of Q4 2023.

Based on Shulman DeMeo Asset Management's 13F filing for Q4 2023, filed 11 Jan 2024.