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Mount Yale Investment Advisors’s BCE BCE Stock Holding History

Mount Yale Investment Advisors’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
Q3 		– Sell
-117
Closed -$2.59K – 763
2025
Q2 		$2.59K Buy
+117
New +$2.56K ﹤0.01% 1304
2024
Q4 		– Sell
-19,088
Closed -$664K – 560
2024
Q3 		$664K Sell
19,088
-1,273
-6% -$43.5K 0.06% 280
2024
Q2 		$659K Buy
20,361
+4,456
+28% +$149K 0.05% 290
2024
Q1 		$540K Buy
15,905
+6,005
+61% +$229K 0.04% 340
2023
Q4 		$390K Sell
9,900
-1,769
-15% -$68.5K 0.04% 364
2023
Q3 		$445K Buy
11,669
+658
+6% +$27.6K 0.05% 323
2023
Q2 		$502K Buy
11,011
+2,586
+31% +$120K 0.05% 307
2023
Q1 		$377K Buy
8,425
+2,849
+51% +$129K 0.04% 339
2022
Q4 		$245K Sell
5,576
-1,788
-24% -$80.5K 0.03% 394
2022
Q3 		$309K Buy
7,364
+766
+12% +$37.2K 0.04% 336
2022
Q2 		$324K Buy
+6,598
New +$354K 0.04% 342
2018
Q4 		– Sell
-1,821
Closed -$74K – 361
2018
Q3 		$74K Buy
1,821
+594
+48% +$24.5K 0.01% 526
2018
Q2 		$50K Buy
1,227
+294
+32% +$12.3K 0.01% 623
2018
Q1 		$40K Buy
+933
New +$41.9K 0.01% 658

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
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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Mount Yale Investment Advisors's BCE Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of BCE (BCE) in Q3 2025, closing a stake of 117 shares — an estimated $2.59K sold.

Mount Yale Investment Advisors first reported a position in BCE in Q1 2018 and held it in 14 quarters. The position peaked at $664K in Q3 2024. 400 funds tracked by Wall St. Rank hold BCE as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining BCE position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 117 BCE shares in Q3 2025, an estimated $2.59K.
  • Mount Yale Investment Advisors first reported a position in BCE in Q1 2018 and held it in 14 quarters.
  • Mount Yale Investment Advisors's BCE position peaked at $664K in Q3 2024.
  • 400 funds tracked by Wall St. Rank held BCE as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.