WIA
BCE icon

Wetzel Investment Advisors’s BCE BCE Stock Holding History

Wetzel Investment Advisors’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
Q3 		– Sell
-412
Closed -$14K – 200
2024
Q2 		$14K Hold
412
– – 0.01% 406
2024
Q1 		$13.3K Hold
412
– – 0.01% 464
2023
Q4 		$16K Buy
+412
New +$15.9K 0.01% 416

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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Wetzel Investment Advisors's BCE Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of BCE (BCE) in Q3 2024, closing a stake of 412 shares — an estimated $14K sold.

Wetzel Investment Advisors first reported a position in BCE in Q4 2023 and held it in 3 quarters. The position peaked at $16K in Q4 2023. 499 funds tracked by Wall St. Rank hold BCE as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining BCE position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 412 BCE shares in Q3 2024, an estimated $14K.
  • Wetzel Investment Advisors first reported a position in BCE in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's BCE position peaked at $16K in Q4 2023.
  • 499 funds tracked by Wall St. Rank held BCE as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.