Welch & Forbes’s BCE BCE Stock Holding History

Welch & Forbes’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	-9,028	Closed	-$314K	–	381
2024 Q3	$314K	Hold	9,028	–	–	﹤0.01%	331
2024 Q2	$291K	Sell	9,028 -3,610	-29%	-$120K	﹤0.01%	331
2024 Q1	$429K	Sell	12,638 -1,146	-8%	-$43.6K	0.01%	301
2023 Q4	$543K	Sell	13,784 -903	-6%	-$35K	0.01%	272
2023 Q3	$561K	Hold	14,687	–	–	0.01%	266
2023 Q2	$670K	Sell	14,687 -1,342	-8%	-$62.5K	0.01%	258
2023 Q1	$718K	Hold	16,029	–	–	0.01%	247
2022 Q4	$704K	Hold	16,029	–	–	0.01%	248
2022 Q3	$672K	Hold	16,029	–	–	0.01%	251
2022 Q2	$789K	Buy	16,029 +1,075	+7%	+$57.7K	0.01%	248
2022 Q1	$829K	Sell	14,954 -1,280	-8%	-$67.9K	0.01%	248
2021 Q4	$845K	Hold	16,234	–	–	0.01%	245
2021 Q3	$813K	Buy	16,234 +420	+3%	+$21.2K	0.01%	245
2021 Q2	$780K	Hold	15,814	–	–	0.01%	247
2021 Q1	$714K	Hold	15,814	–	–	0.01%	242
2020 Q4	$676K	Buy	15,814 +3,680	+30%	+$157K	0.01%	244
2020 Q3	$503K	Buy	12,134 +5,794	+91%	+$245K	0.01%	248
2020 Q2	$264K	Buy	6,340 +370	+6%	+$15.2K	0.01%	318
2020 Q1	$244K	Hold	5,970	–	–	0.01%	297
2019 Q4	$277K	Hold	5,970	–	–	0.01%	314
2019 Q3	$289K	Buy	+5,970	New	+$279K	0.01%	310

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Welch & Forbes's BCE Position: Q4 2024 in Review

Welch & Forbes sold out of BCE (BCE) in Q4 2024, closing a stake of 9,028 shares — an estimated $314K sold.

Welch & Forbes first reported a position in BCE in Q3 2019 and held it in 21 quarters. The position peaked at $845K in Q4 2021. 430 funds tracked by Wall St. Rank hold BCE as of Q4 2024.

Welch & Forbes reported no remaining BCE position as of Q4 2024 after selling out during the quarter.
Welch & Forbes sold 9,028 BCE shares in Q4 2024, an estimated $314K.
Welch & Forbes first reported a position in BCE in Q3 2019 and held it in 21 quarters.
Welch & Forbes's BCE position peaked at $845K in Q4 2021.
430 funds tracked by Wall St. Rank held BCE as of Q4 2024.

Based on Welch & Forbes's 13F filing for Q4 2024, filed 7 Feb 2025.