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Valeo Financial Advisors’s BCE BCE Stock Holding History

Valeo Financial Advisors’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
-6,307
Closed -$204K – 710
2024
Q2 		$204K Sell
6,307
-420
-6% -$14K 0.01% 607
2024
Q1 		$222K Buy
6,727
+426
+7% +$16.2K 0.01% 584
2023
Q4 		$248K Buy
6,301
+525
+9% +$20.3K 0.01% 548
2023
Q3 		$220K Sell
5,776
-220
-4% -$9.24K 0.01% 538
2023
Q2 		$273K Buy
5,996
+142
+2% +$6.61K 0.01% 454
2023
Q1 		$262K Sell
5,854
-690
-11% -$31.2K 0.01% 478
2022
Q4 		$288K Buy
6,544
+293
+5% +$13.2K 0.02% 395
2022
Q3 		$262K Buy
6,251
+195
+3% +$9.47K 0.02% 385
2022
Q2 		$298K Sell
6,056
-394
-6% -$21.1K 0.02% 345
2022
Q1 		$358K Buy
6,450
+1,549
+32% +$82.1K 0.02% 406
2021
Q4 		$255K Buy
+4,901
New +$251K 0.01% 453
2021
Q2 		– Sell
-414
Closed -$19K – 649
2021
Q1 		$19K Buy
414
+194
+88% +$8.56K ﹤0.01% 1170
2020
Q4 		$9K Hold
220
– – ﹤0.01% 1214
2020
Q3 		$9K Sell
220
-574
-72% -$24.3K ﹤0.01% 1098
2020
Q2 		$33K Buy
794
+165
+26% +$6.79K ﹤0.01% 877
2020
Q1 		$26K Sell
629
-802
-56% -$36K ﹤0.01% 803
2019
Q4 		$66K Buy
1,431
+1,313
+1,113% +$62.9K 0.01% 553
2019
Q3 		$6K Sell
118
-100
-46% -$4.68K ﹤0.01% 1140
2019
Q2 		$10K Buy
218
+15
+7% +$677 ﹤0.01% 1014
2019
Q1 		$9K Hold
203
– – ﹤0.01% 985
2018
Q4 		$8K Hold
203
– – ﹤0.01% 934
2018
Q3 		$8K Hold
203
– – ﹤0.01% 1023
2018
Q2 		$8K Sell
203
-220
-52% -$9.23K ﹤0.01% 995
2018
Q1 		$18K Buy
423
+278
+192% +$12.5K ﹤0.01% 737
2017
Q4 		$7K Buy
145
+100
+222% +$4.76K ﹤0.01% 898
2017
Q3 		$2K Buy
+45
New +$2.11K ﹤0.01% 1002

Other funds holding BCE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Valeo Financial Advisors's BCE Position: Q3 2024 in Review

Valeo Financial Advisors sold out of BCE (BCE) in Q3 2024, closing a stake of 6,307 shares — an estimated $204K sold.

Valeo Financial Advisors first reported a position in BCE in Q3 2017 and held it in 26 quarters. The position peaked at $358K in Q1 2022. 499 funds tracked by Wall St. Rank hold BCE as of Q3 2024.

  • Valeo Financial Advisors reported no remaining BCE position as of Q3 2024 after selling out during the quarter.
  • Valeo Financial Advisors sold 6,307 BCE shares in Q3 2024, an estimated $204K.
  • Valeo Financial Advisors first reported a position in BCE in Q3 2017 and held it in 26 quarters.
  • Valeo Financial Advisors's BCE position peaked at $358K in Q1 2022.
  • 499 funds tracked by Wall St. Rank held BCE as of Q3 2024.

Based on Valeo Financial Advisors's 13F filing for Q3 2024, filed 10 Oct 2024.