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WealthShield Partners’s BCE BCE Stock Holding History

WealthShield Partners’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
2021
Q3 		– Sell
-2,325
Closed -$115K – 282
2021
Q2 		$115K Buy
2,325
+32
+1% +$1.55K 0.02% 340
2021
Q1 		$104K Buy
+2,293
New +$101K 0.02% 332

Other funds holding BCE

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

WealthShield Partners's BCE Position: Q3 2021 in Review

WealthShield Partners sold out of BCE (BCE) in Q3 2021, closing a stake of 2,325 shares — an estimated $115K sold.

WealthShield Partners first reported a position in BCE in Q1 2021 and held it in 2 quarters. The position peaked at $115K in Q2 2021. 557 funds tracked by Wall St. Rank hold BCE as of Q3 2021.

  • WealthShield Partners reported no remaining BCE position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 2,325 BCE shares in Q3 2021, an estimated $115K.
  • WealthShield Partners first reported a position in BCE in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's BCE position peaked at $115K in Q2 2021.
  • 557 funds tracked by Wall St. Rank held BCE as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.