Avantax Advisory Services’s BCE BCE Stock Holding History

Avantax 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
2025 Q2	$1.73M	Buy	77,858 +11,281	+17%	+$247K	0.01%	877
2025 Q1	$1.53M	Buy	66,577 +57,696	+650%	+$1.36M	0.01%	882
2024 Q4	$206K	Sell	8,881 -5,374	-38%	-$154K	﹤0.01%	2039
2024 Q3	$496K	Buy	14,255 +1,299	+10%	+$44.4K	﹤0.01%	1413
2024 Q2	$419K	Buy	+12,956	New	+$432K	﹤0.01%	1479
2024 Q1	–	Sell	-6,765	Closed	-$266K	–	1654
2023 Q4	$266K	Buy	6,765 +1,090	+19%	+$42.2K	﹤0.01%	1302
2023 Q3	$217K	Sell	5,675 -195	-3%	-$8.19K	﹤0.01%	1385
2023 Q2	$268K	Buy	5,870 +673	+13%	+$31.3K	﹤0.01%	1246
2023 Q1	$233K	Buy	5,197 +595	+13%	+$26.9K	﹤0.01%	1284
2022 Q4	$202K	Buy	+4,602	New	+$207K	﹤0.01%	1309
2022 Q2	–	Sell	-3,635	Closed	-$204K	–	1311
2022 Q1	$204K	Sell	3,635 -2,865	-44%	-$152K	﹤0.01%	1189
2021 Q4	$338K	Sell	6,500 -5,250	-45%	-$268K	0.01%	922
2021 Q3	$587K	Sell	11,750 -2,950	-20%	-$149K	0.01%	660
2021 Q2	$725K	Sell	14,700 -688	-4%	-$33.3K	0.01%	562
2021 Q1	$694K	Sell	15,388 -593	-4%	-$26.2K	0.01%	517
2020 Q4	$682K	Sell	15,981 -2,889	-15%	-$124K	0.02%	463
2020 Q3	$775K	Buy	18,870 +3,176	+20%	+$134K	0.01%	626
2020 Q2	$651K	Buy	15,694 +987	+7%	+$40.6K	0.02%	424
2020 Q1	$598K	Sell	14,707 -4,691	-24%	-$210K	0.02%	402
2019 Q4	$895K	Buy	19,398 +4,943	+34%	+$237K	0.02%	358
2019 Q3	$700K	Sell	14,455 -2,918	-17%	-$137K	0.03%	265
2019 Q2	$790K	Sell	17,373 -707	-4%	-$31.9K	0.03%	227
2019 Q1	$803K	Sell	18,080 -2,079	-10%	-$89.7K	0.04%	204
2018 Q4	$808K	Buy	+20,159	New	+$825K	0.14%	156

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Avantax Advisory Services's BCE Position: Q2 2025 in Review

Avantax Advisory Services increased its BCE (BCE) stake by 17% in Q2 2025, buying an estimated $247K and bringing the position to 77,858 shares worth $1.73M. The position accounts for 0.01% of the portfolio, ranked #877.

Avantax Advisory Services first reported a position in BCE in Q4 2018 and has held it in 24 quarters since. 391 funds tracked by Wall St. Rank hold BCE as of Q2 2025.

Avantax Advisory Services held 77,858 shares of BCE worth $1.73M as of Q2 2025.
Avantax Advisory Services bought 11,281 BCE shares in Q2 2025, an estimated $247K.
BCE made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #877 holding.
Avantax Advisory Services first reported a position in BCE in Q4 2018 and has held it in 24 quarters since.
391 funds tracked by Wall St. Rank held BCE as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.