Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-5,039
Closed -$230K 178
2023
Q2
$230K Buy
5,039
+65
+1% +$3.03K 0.11% 169
2023
Q1
$223K Buy
4,974
+63
+1% +$2.85K 0.12% 165
2022
Q4
$216K Buy
4,911
+65
+1% +$2.93K 0.12% 161
2022
Q3
$203K Buy
4,846
+454
+10% +$22.1K 0.12% 154
2022
Q2
$216K Buy
4,392
+47
+1% +$2.52K 0.13% 154
2022
Q1
$241K Buy
4,345
+48
+1% +$2.54K 0.12% 156
2021
Q4
$224K Buy
+4,297
New +$220K 0.11% 166

Other funds holding BCE

Stiles Financial Services's BCE Position: Q3 2023 in Review

Stiles Financial Services sold out of BCE (BCE) in Q3 2023, closing a stake of 5,039 shares — an estimated $230K sold.

Stiles Financial Services first reported a position in BCE in Q4 2021 and held it in 7 quarters. The position peaked at $241K in Q1 2022. 562 funds tracked by Wall St. Rank hold BCE as of Q3 2023.

  • Stiles Financial Services reported no remaining BCE position as of Q3 2023 after selling out during the quarter.
  • Stiles Financial Services sold 5,039 BCE shares in Q3 2023, an estimated $230K.
  • Stiles Financial Services first reported a position in BCE in Q4 2021 and held it in 7 quarters.
  • Stiles Financial Services's BCE position peaked at $241K in Q1 2022.
  • 562 funds tracked by Wall St. Rank held BCE as of Q3 2023.

Based on Stiles Financial Services's 13F filing for Q3 2023, filed 8 Nov 2023.