Avior Wealth Management’s BCE BCE Stock Holding History

Avior Wealth Management’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	-989	Closed	-$22.9K	–	884
2024 Q4	$22.9K	Buy	989 +183	+23%	+$5.26K	﹤0.01%	1380
2024 Q3	$28K	Hold	806	–	–	﹤0.01%	1301
2024 Q2	$26.1K	Sell	806 -2,157	-73%	-$71.9K	﹤0.01%	1293
2024 Q1	$101K	Buy	2,963 +581	+24%	+$22.1K	﹤0.01%	960
2023 Q4	$93.8K	Hold	2,382	–	–	0.01%	623
2023 Q3	$91K	Sell	2,382 -220	-8%	-$9.24K	0.01%	643
2023 Q2	$119K	Hold	2,602	–	–	0.01%	604
2023 Q1	$117K	Buy	2,602 +220	+9%	+$9.94K	0.01%	613
2022 Q4	$105K	Hold	2,382	–	–	0.01%	533
2022 Q3	$99K	Hold	2,382	–	–	0.01%	523
2022 Q2	$117K	Hold	2,382	–	–	0.01%	476
2022 Q1	$132K	Buy	2,382 +1,234	+107%	+$65.4K	0.01%	475
2021 Q4	$59K	Buy	+1,148	New	+$58.7K	﹤0.01%	564

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avior Wealth Management's BCE Position: Q1 2025 in Review

Avior Wealth Management sold out of BCE (BCE) in Q1 2025, closing a stake of 989 shares — an estimated $22.9K sold.

Avior Wealth Management first reported a position in BCE in Q4 2021 and held it in 13 quarters. The position peaked at $132K in Q1 2022. 401 funds tracked by Wall St. Rank hold BCE as of Q1 2025.

Avior Wealth Management reported no remaining BCE position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 989 BCE shares in Q1 2025, an estimated $22.9K.
Avior Wealth Management first reported a position in BCE in Q4 2021 and held it in 13 quarters.
Avior Wealth Management's BCE position peaked at $132K in Q1 2022.
401 funds tracked by Wall St. Rank held BCE as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.