Winch Advisory Services’s BCE BCE Stock Holding History

Winch Advisory Services’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	-169	Closed	-$6K	–	443
2023 Q3	$6K	Hold	169	–	–	﹤0.01%	292
2023 Q2	$8K	Hold	169	–	–	﹤0.01%	266
2023 Q1	$8K	Buy	169 +2	+1%	+$90	﹤0.01%	265
2022 Q4	$7K	Buy	167 +2	+1%	+$90	﹤0.01%	258
2022 Q3	$7K	Buy	165 +2	+1%	+$97	﹤0.01%	244
2022 Q2	$8K	Buy	163 +1	+0.6%	+$54	﹤0.01%	248
2022 Q1	$9K	Buy	162 +2	+1%	+$106	﹤0.01%	260
2021 Q4	$8K	Hold	160	–	–	﹤0.01%	287
2021 Q3	$8K	Buy	+160	New	+$8.09K	﹤0.01%	283
2019 Q2	–	Sell	-73	Closed	-$3K	–	437
2019 Q1	$3K	Buy	+73	New	+$3.15K	﹤0.01%	279
2018 Q1	–	Sell	-225	Closed	-$11K	–	308
2017 Q4	$11K	Buy	225 +2	+0.9%	+$95	0.01%	175
2017 Q3	$10K	Hold	223	–	–	0.01%	170
2017 Q2	$10K	Buy	+223	New	+$10.1K	0.01%	187

Other funds holding BCE

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Winch Advisory Services's BCE Position: Q4 2023 in Review

Winch Advisory Services sold out of BCE (BCE) in Q4 2023, closing a stake of 169 shares — an estimated $6K sold.

Winch Advisory Services first reported a position in BCE in Q2 2017 and held it in 13 quarters. The position peaked at $11K in Q4 2017. 539 funds tracked by Wall St. Rank hold BCE as of Q4 2023.

Winch Advisory Services reported no remaining BCE position as of Q4 2023 after selling out during the quarter.
Winch Advisory Services sold 169 BCE shares in Q4 2023, an estimated $6K.
Winch Advisory Services first reported a position in BCE in Q2 2017 and held it in 13 quarters.
Winch Advisory Services's BCE position peaked at $11K in Q4 2017.
539 funds tracked by Wall St. Rank held BCE as of Q4 2023.

Based on Winch Advisory Services's 13F filing for Q4 2023, filed 18 Jan 2024.