Sugarloaf Wealth Management’s BCE BCE Stock Holding History

Sugarloaf 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
2024 Q3	–	Sell	-57	Closed	-$1.84K	–	678
2024 Q2	$1.84K	Hold	57	–	–	﹤0.01%	592
2024 Q1	$1.94K	Hold	57	–	–	﹤0.01%	594
2023 Q4	$2.25K	Sell	57 -137	-71%	-$5.3K	﹤0.01%	596
2023 Q3	$7.41K	Hold	194	–	–	﹤0.01%	497
2023 Q2	$8.84K	Hold	194	–	–	﹤0.01%	489
2023 Q1	$8.69K	Hold	194	–	–	﹤0.01%	494
2022 Q4	$8.53K	Hold	194	–	–	﹤0.01%	515
2022 Q3	$9K	Hold	194	–	–	﹤0.01%	533
2022 Q2	$10K	Hold	194	–	–	﹤0.01%	522
2022 Q1	$11K	Hold	194	–	–	﹤0.01%	480
2021 Q4	$10K	Hold	194	–	–	﹤0.01%	507
2021 Q3	$10K	Hold	194	–	–	﹤0.01%	516
2021 Q2	$10K	Hold	194	–	–	﹤0.01%	495
2021 Q1	$9	Sell	194 -368	-65%	-$16.2K	﹤0.01%	504
2020 Q4	$24K	Buy	562 +4	+0.7%	+$171	0.01%	349
2020 Q3	$23K	Buy	558 +4	+0.7%	+$169	0.01%	331
2020 Q2	$23K	Buy	554 +4	+0.7%	+$165	0.01%	329
2020 Q1	$22K	Sell	550 -182	-25%	-$8.16K	0.01%	312
2019 Q4	$41K	Buy	+732	New	+$35.1K	0.02%	272

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Sugarloaf Wealth Management's BCE Position: Q3 2024 in Review

Sugarloaf Wealth Management sold out of BCE (BCE) in Q3 2024, closing a stake of 57 shares — an estimated $1.84K sold.

Sugarloaf Wealth Management first reported a position in BCE in Q4 2019 and held it in 19 quarters. The position peaked at $41K in Q4 2019. 499 funds tracked by Wall St. Rank hold BCE as of Q3 2024.

Sugarloaf Wealth Management reported no remaining BCE position as of Q3 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 57 BCE shares in Q3 2024, an estimated $1.84K.
Sugarloaf Wealth Management first reported a position in BCE in Q4 2019 and held it in 19 quarters.
Sugarloaf Wealth Management's BCE position peaked at $41K in Q4 2019.
499 funds tracked by Wall St. Rank held BCE as of Q3 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.