West Branch Capital’s BCE BCE Stock Holding History

West Branch Capital’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	-141	Closed	-$5.38K	–	445
2023 Q3	$5.38K	Hold	141	–	–	﹤0.01%	331
2023 Q2	$6.43K	Hold	141	–	–	﹤0.01%	320
2023 Q1	$6.32K	Hold	141	–	–	﹤0.01%	329
2022 Q4	$6.2K	Hold	141	–	–	﹤0.01%	321
2022 Q3	$6K	Hold	141	–	–	﹤0.01%	324
2022 Q2	$7K	Hold	141	–	–	﹤0.01%	301
2022 Q1	$8K	Sell	141 -176	-56%	-$9.33K	﹤0.01%	310
2021 Q4	$16K	Sell	317 -58	-15%	-$2.96K	0.01%	280
2021 Q3	$19K	Hold	375	–	–	0.01%	245
2021 Q2	$18K	Buy	+375	New	+$18.2K	0.01%	255

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

West Branch Capital's BCE Position: Q4 2023 in Review

West Branch Capital sold out of BCE (BCE) in Q4 2023, closing a stake of 141 shares — an estimated $5.38K sold.

West Branch Capital first reported a position in BCE in Q2 2021 and held it in 10 quarters. The position peaked at $19K in Q3 2021. 537 funds tracked by Wall St. Rank hold BCE as of Q4 2023.

West Branch Capital reported no remaining BCE position as of Q4 2023 after selling out during the quarter.
West Branch Capital sold 141 BCE shares in Q4 2023, an estimated $5.38K.
West Branch Capital first reported a position in BCE in Q2 2021 and held it in 10 quarters.
West Branch Capital's BCE position peaked at $19K in Q3 2021.
537 funds tracked by Wall St. Rank held BCE as of Q4 2023.

Based on West Branch Capital's 13F filing for Q4 2023, filed 19 Jan 2024.