Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-602
Closed -$23K 761
2023
Q3
$23K Buy
602
+261
+77% +$11K 0.01% 354
2023
Q2
$15.5K Buy
+341
New +$15.9K 0.01% 331

Other funds holding BCE

VisionPoint Advisory Group's BCE Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of BCE (BCE) in Q4 2023, closing a stake of 602 shares — an estimated $23K sold.

VisionPoint Advisory Group first reported a position in BCE in Q2 2023 and held it in 2 quarters. The position peaked at $23K in Q3 2023. 537 funds tracked by Wall St. Rank hold BCE as of Q4 2023.

  • VisionPoint Advisory Group reported no remaining BCE position as of Q4 2023 after selling out during the quarter.
  • VisionPoint Advisory Group sold 602 BCE shares in Q4 2023, an estimated $23K.
  • VisionPoint Advisory Group first reported a position in BCE in Q2 2023 and held it in 2 quarters.
  • VisionPoint Advisory Group's BCE position peaked at $23K in Q3 2023.
  • 537 funds tracked by Wall St. Rank held BCE as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.