WR Wealth Planners’s BCE BCE Stock Holding History

WR Wealth Planners’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 Q4	$28.5K	Buy	1,228 +77	+7%	+$2.21K	0.01%	403
2024 Q3	$40K	Buy	1,151 +182	+19%	+$6.21K	0.01%	368
2024 Q2	$31.4K	Sell	969 -30	-3%	-$1K	0.01%	384
2024 Q1	$33.9K	Buy	+999	New	+$38K	0.01%	381
2023 Q4	–	Sell	-895	Closed	-$34.2K	–	240
2023 Q3	$34.2K	Sell	895 -285	-24%	-$12K	0.01%	369
2023 Q2	$53.8K	Buy	1,180 +36	+3%	+$1.68K	0.02%	309
2023 Q1	$51.2K	Buy	+1,144	New	+$51.7K	0.02%	315

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

WR Wealth Planners's BCE Position: Q4 2024 in Review

WR Wealth Planners increased its BCE (BCE) stake by 6.7% in Q4 2024, buying an estimated $2.21K and bringing the position to 1,228 shares worth $28.5K. The position accounts for 0.01% of the portfolio, ranked #403.

WR Wealth Planners first reported a position in BCE in Q1 2023 and has held it in 7 quarters since. The position peaked at $53.8K in Q2 2023. 430 funds tracked by Wall St. Rank hold BCE as of Q4 2024.

WR Wealth Planners held 1,228 shares of BCE worth $28.5K as of Q4 2024.
WR Wealth Planners bought 77 BCE shares in Q4 2024, an estimated $2.21K.
BCE made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #403 holding.
WR Wealth Planners first reported a position in BCE in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's BCE position peaked at $53.8K in Q2 2023.
430 funds tracked by Wall St. Rank held BCE as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.