Summit Financial’s BCE BCE Stock Holding History

Summit Financial’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 Q4	–	Sell	-6,463	Closed	-$225K	–	638
2024 Q3	$225K	Buy	+6,463	New	+$221K	0.01%	500

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Summit Financial's BCE Position: Q4 2024 in Review

Summit Financial sold out of BCE (BCE) in Q4 2024, closing a stake of 6,463 shares — an estimated $225K sold.

Summit Financial first reported a position in BCE in Q3 2024 and held it in 1 quarter. The position peaked at $225K in Q3 2024. 430 funds tracked by Wall St. Rank hold BCE as of Q4 2024.

Summit Financial reported no remaining BCE position as of Q4 2024 after selling out during the quarter.
Summit Financial sold 6,463 BCE shares in Q4 2024, an estimated $225K.
Summit Financial first reported a position in BCE in Q3 2024 and held it in 1 quarter.
Summit Financial's BCE position peaked at $225K in Q3 2024.
430 funds tracked by Wall St. Rank held BCE as of Q4 2024.

Based on Summit Financial's 13F filing for Q4 2024, filed 12 Feb 2025.