WJWM
BCE icon

Williams Jones Wealth Management’s BCE BCE Stock Holding History

Williams Jones Wealth Management’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
Q2 		– Sell
-27,630
Closed -$939K – 522
2024
Q1 		$939K Sell
27,630
-5,595
-17% -$213K 0.01% 268
2023
Q4 		$1.31M Sell
33,225
-21,143
-39% -$818K 0.02% 229
2023
Q3 		$2.08M Sell
54,368
-4,625
-8% -$194K 0.03% 189
2023
Q2 		$2.69M Sell
58,993
-3,800
-6% -$177K 0.04% 174
2023
Q1 		$2.81M Sell
62,793
-1,583
-2% -$71.5K 0.04% 174
2022
Q4 		$2.83M Sell
64,376
-100
-0.2% -$4.5K 0.05% 170
2022
Q3 		$2.7M Buy
64,476
+8,060
+14% +$392K 0.05% 176
2022
Q2 		$2.77M Buy
56,416
+2,490
+5% +$134K 0.04% 184
2022
Q1 		$2.99M Buy
53,926
+1,408
+3% +$74.7K 0.04% 171
2021
Q4 		$2.73M Buy
52,518
+1,975
+4% +$101K 0.03% 176
2021
Q3 		$2.53M Buy
50,543
+131
+0.3% +$6.63K 0.04% 177
2021
Q2 		$2.49M Buy
50,412
+1,194
+2% +$57.8K 0.03% 184
2021
Q1 		$2.22M Hold
49,218
– – 0.03% 184
2020
Q4 		$2.11M Sell
49,218
-4,750
-9% -$203K 0.03% 174
2020
Q3 		$2.24M Hold
53,968
– – 0.04% 157
2020
Q2 		$2.25M Sell
53,968
-245
-0.5% -$10.1K 0.05% 152
2020
Q1 		$2.21M Buy
54,213
+6,195
+13% +$278K 0.06% 134
2019
Q4 		$2.23M Buy
48,018
+1,150
+2% +$55.1K 0.04% 159
2019
Q3 		$2.27M Buy
+46,868
New +$2.19M 0.05% 158

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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Williams Jones Wealth Management's BCE Position: Q2 2024 in Review

Williams Jones Wealth Management sold out of BCE (BCE) in Q2 2024, closing a stake of 27,630 shares — an estimated $939K sold.

Williams Jones Wealth Management first reported a position in BCE in Q3 2019 and held it in 19 quarters. The position peaked at $2.99M in Q1 2022. 501 funds tracked by Wall St. Rank hold BCE as of Q2 2024.

  • Williams Jones Wealth Management reported no remaining BCE position as of Q2 2024 after selling out during the quarter.
  • Williams Jones Wealth Management sold 27,630 BCE shares in Q2 2024, an estimated $939K.
  • Williams Jones Wealth Management first reported a position in BCE in Q3 2019 and held it in 19 quarters.
  • Williams Jones Wealth Management's BCE position peaked at $2.99M in Q1 2022.
  • 501 funds tracked by Wall St. Rank held BCE as of Q2 2024.

Based on Williams Jones Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.