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

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Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

CIBC World Market

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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

Fidelity International

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

1832 Asset Management

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