WA
BCE icon

Wealth Alliance’s BCE BCE Stock Holding History

Wealth Alliance’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
-30,892
Closed -$1.08M – 499
2024
Q3 		$1.08M Buy
30,892
+1,139
+4% +$38.9K 0.13% 158
2024
Q2 		$963K Sell
29,753
-784
-3% -$26.1K 0.12% 159
2024
Q1 		$1.04M Buy
30,537
+859
+3% +$32.7K 0.14% 155
2023
Q4 		$1.17M Sell
29,678
-886
-3% -$34.3K 0.16% 127
2023
Q3 		$1.17M Buy
30,564
+1,301
+4% +$54.6K 0.18% 118
2023
Q2 		$1.33M Buy
29,263
+1,586
+6% +$73.8K 0.2% 111
2023
Q1 		$1.24M Buy
27,677
+2,466
+10% +$111K 0.2% 111
2022
Q4 		$1.11M Buy
25,211
+1,888
+8% +$85K 0.2% 120
2022
Q3 		$978K Buy
23,323
+293
+1% +$14.2K 0.19% 117
2022
Q2 		$1.13M Sell
23,030
-403
-2% -$21.6K 0.22% 106
2022
Q1 		$1.3M Buy
23,433
+294
+1% +$15.6K 0.27% 83
2021
Q4 		$1.2M Sell
23,139
-54
-0.2% -$2.76K 0.24% 91
2021
Q3 		$1.16M Sell
23,193
-933
-4% -$47.2K 0.26% 84
2021
Q2 		$1.19M Buy
24,126
+4,431
+22% +$215K 0.28% 81
2021
Q1 		$889K Sell
19,695
-1,694
-8% -$74.7K 0.25% 98
2020
Q4 		$916K Buy
21,389
+3,160
+17% +$135K 0.27% 84
2020
Q3 		$756K Buy
18,229
+1,371
+8% +$58K 0.27% 86
2020
Q2 		$704K Buy
16,858
+5,003
+42% +$206K 0.28% 88
2020
Q1 		$484K Sell
11,855
-3,414
-22% -$153K 0.26% 108
2019
Q4 		$708K Buy
+15,269
New +$731K 0.5% 54

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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Wealth Alliance's BCE Position: Q4 2024 in Review

Wealth Alliance sold out of BCE (BCE) in Q4 2024, closing a stake of 30,892 shares — an estimated $1.08M sold.

Wealth Alliance first reported a position in BCE in Q4 2019 and held it in 20 quarters. The position peaked at $1.33M in Q2 2023. 430 funds tracked by Wall St. Rank hold BCE as of Q4 2024.

  • Wealth Alliance reported no remaining BCE position as of Q4 2024 after selling out during the quarter.
  • Wealth Alliance sold 30,892 BCE shares in Q4 2024, an estimated $1.08M.
  • Wealth Alliance first reported a position in BCE in Q4 2019 and held it in 20 quarters.
  • Wealth Alliance's BCE position peaked at $1.33M in Q2 2023.
  • 430 funds tracked by Wall St. Rank held BCE as of Q4 2024.

Based on Wealth Alliance's 13F filing for Q4 2024, filed 3 Feb 2025.