Wambolt & Associates’s BCE BCE Stock Holding History

Wambolt & Associates’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 Q2	–	Sell	-54,050	Closed	-$1.83M	–	204
2024 Q1	$1.83M	Buy	54,050 +2,894	+6%	+$110K	0.55%	60
2023 Q4	$2.01M	Buy	51,156 +5,995	+13%	+$232K	0.66%	43
2023 Q3	$1.65M	Buy	45,161 +3,836	+9%	+$161K	0.6%	48
2023 Q2	$1.88M	Buy	41,325 +1,013	+3%	+$47.2K	0.67%	39
2023 Q1	$1.83M	Buy	40,312 +2,007	+5%	+$90.7K	0.65%	42
2022 Q4	$1.68M	Buy	38,305 +196	+0.5%	+$8.83K	0.65%	42
2022 Q3	$1.6M	Buy	38,109 +887	+2%	+$43.1K	0.68%	39
2022 Q2	$1.83M	Buy	37,222 +2,798	+8%	+$150K	0.74%	36
2022 Q1	$1.93M	Buy	34,424 +2,197	+7%	+$117K	0.7%	42
2021 Q4	$1.68M	Buy	32,227 +3,283	+11%	+$168K	0.61%	54
2021 Q3	$1.45M	Buy	28,944 +5,193	+22%	+$263K	0.58%	54
2021 Q2	$1.18M	Buy	23,751 +6,254	+36%	+$303K	0.5%	70
2021 Q1	$798K	Buy	17,497 +4,014	+30%	+$177K	0.42%	89
2020 Q4	$577K	Buy	13,483 +3,787	+39%	+$162K	0.34%	102
2020 Q3	$402K	Buy	9,696 +560	+6%	+$23.7K	0.3%	118
2020 Q2	$382K	Buy	9,136 +2,968	+48%	+$122K	0.3%	128
2020 Q1	$252K	Buy	+6,168	New	+$277K	0.26%	128

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Wambolt & Associates's BCE Position: Q2 2024 in Review

Wambolt & Associates sold out of BCE (BCE) in Q2 2024, closing a stake of 54,050 shares — an estimated $1.83M sold.

Wambolt & Associates first reported a position in BCE in Q1 2020 and held it in 17 quarters. The position peaked at $2.01M in Q4 2023. 501 funds tracked by Wall St. Rank hold BCE as of Q2 2024.

Wambolt & Associates reported no remaining BCE position as of Q2 2024 after selling out during the quarter.
Wambolt & Associates sold 54,050 BCE shares in Q2 2024, an estimated $1.83M.
Wambolt & Associates first reported a position in BCE in Q1 2020 and held it in 17 quarters.
Wambolt & Associates's BCE position peaked at $2.01M in Q4 2023.
501 funds tracked by Wall St. Rank held BCE as of Q2 2024.

Based on Wambolt & Associates's 13F filing for Q2 2024, filed 8 Aug 2024.