RAFFA WEALTH MANAGEMENT, LLC’s BCE BCE Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2023 Q4	–	Sell	-1,000	Closed	-$38.2K	–	1064
2023 Q3	$38.2K	Hold	1,000	–	–	0.01%	150
2023 Q2	$45.6K	Hold	1,000	–	–	0.02%	138
2023 Q1	$44.8K	Hold	1,000	–	–	0.02%	155
2022 Q4	$44K	Hold	1,000	–	–	0.02%	148
2022 Q3	$41.9K	Hold	1,000	–	–	0.02%	151
2022 Q2	$49.2K	Hold	1,000	–	–	0.02%	139
2022 Q1	$55.5K	Hold	1,000	–	–	0.02%	136
2021 Q4	$52K	Hold	1,000	–	–	0.02%	149
2021 Q3	$50.1K	Hold	1,000	–	–	0.02%	132
2021 Q2	$49.3K	Buy	+1,000	New	+$48.4K	0.02%	141
2017 Q1	–	Sell	-14	Closed	-$605	–	423
2016 Q4	$605	Hold	14	–	–	﹤0.01%	666
2016 Q3	$647	Hold	14	–	–	﹤0.01%	605
2016 Q2	$662	Hold	14	–	–	﹤0.01%	553
2016 Q1	$638	Hold	14	–	–	﹤0.01%	580
2015 Q4	$541	Hold	14	–	–	﹤0.01%	656
2015 Q3	$573	Hold	14	–	–	﹤0.01%	607
2015 Q2	$595	Sell	14 -600	-98%	-$26.3K	﹤0.01%	607
2015 Q1	$26K	Hold	614	–	–	0.02%	112
2014 Q4	$28.2K	Hold	614	–	–	0.02%	109
2014 Q3	$26.3K	Buy	614 +14	+2%	+$625	0.02%	106
2014 Q2	$27.2K	Hold	600	–	–	0.02%	104
2014 Q1	$25.9K	Sell	600 -14	-2%	-$596	0.02%	106
2013 Q4	$28.2K	Buy	+614	New	+$26.7K	0.02%	109

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's BCE Position: Q4 2023 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of BCE (BCE) in Q4 2023, closing a stake of 1,000 shares — an estimated $38.2K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in BCE in Q4 2013 and held it in 23 quarters. The position peaked at $55.5K in Q1 2022. 537 funds tracked by Wall St. Rank hold BCE as of Q4 2023.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining BCE position as of Q4 2023 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 1,000 BCE shares in Q4 2023, an estimated $38.2K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in BCE in Q4 2013 and held it in 23 quarters.
RAFFA WEALTH MANAGEMENT, LLC's BCE position peaked at $55.5K in Q1 2022.
537 funds tracked by Wall St. Rank held BCE as of Q4 2023.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2023, filed 27 Jul 2026.