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Atria Wealth Solutions’s BCE BCE Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-18,401
Closed -$439K – 1873
2024
Q4 		$439K Buy
18,401
+2,863
+18% +$82.3K ﹤0.01% 1341
2024
Q3 		$552K Buy
15,538
+3,117
+25% +$106K 0.01% 1204
2024
Q2 		$411K Buy
12,421
+2,750
+28% +$91.7K ﹤0.01% 1330
2024
Q1 		$336K Sell
9,671
-4,048
-30% -$154K ﹤0.01% 1485
2023
Q4 		$546K Buy
13,719
+2,841
+26% +$110K 0.01% 1167
2023
Q3 		$423K Sell
10,878
-8,180
-43% -$344K 0.01% 1215
2023
Q2 		$879K Buy
19,058
+2,180
+13% +$101K 0.01% 893
2023
Q1 		$768K Buy
16,878
+6,276
+59% +$284K 0.01% 918
2022
Q4 		$470K Buy
10,602
+5,785
+120% +$261K 0.01% 1110
2022
Q3 		$202K Sell
4,817
-260
-5% -$12.6K ﹤0.01% 1551
2022
Q2 		$252K Buy
+5,077
New +$272K ﹤0.01% 1307

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
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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Atria Wealth Solutions's BCE Position: Q1 2025 in Review

Atria Wealth Solutions sold out of BCE (BCE) in Q1 2025, closing a stake of 18,401 shares — an estimated $439K sold.

Atria Wealth Solutions first reported a position in BCE in Q2 2022 and held it in 11 quarters. The position peaked at $879K in Q2 2023. 401 funds tracked by Wall St. Rank hold BCE as of Q1 2025.

  • Atria Wealth Solutions reported no remaining BCE position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 18,401 BCE shares in Q1 2025, an estimated $439K.
  • Atria Wealth Solutions first reported a position in BCE in Q2 2022 and held it in 11 quarters.
  • Atria Wealth Solutions's BCE position peaked at $879K in Q2 2023.
  • 401 funds tracked by Wall St. Rank held BCE as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.