Wealth Advisors of Tampa Bay’s BCE BCE Stock Holding History

Wealth Advisors of Tampa Bay’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	–	Sell	-4,425	Closed	-$102K	–	98
2025 Q1	$102K	Buy	+4,425	New	+$104K	0.04%	105
2024 Q4	–	Sell	-35,683	Closed	-$1.24M	–	87
2024 Q3	$1.24M	Buy	35,683 +125	+0.4%	+$4.27K	0.52%	57
2024 Q2	$1.15M	Buy	35,558 +2,990	+9%	+$99.7K	0.54%	57
2024 Q1	$1.11M	Buy	+32,568	New	+$1.24M	0.53%	57
2023 Q4	–	Sell	-44,116	Closed	-$1.68M	–	81
2023 Q3	$1.68M	Buy	44,116 +22,108	+100%	+$929K	0.46%	59
2023 Q2	$1M	Hold	22,008	–	–	0.55%	53
2023 Q1	$986K	Buy	22,008 +73	+0.3%	+$3.3K	0.56%	54
2022 Q4	$964K	Hold	21,935	–	–	0.6%	51
2022 Q3	$920K	Sell	21,935 -23,185	-51%	-$1.13M	0.63%	51
2022 Q2	$2.22M	Sell	45,120 -1,600	-3%	-$85.9K	0.69%	49
2022 Q1	$2.59M	Hold	46,720	–	–	0.7%	52
2021 Q4	$2.43M	Buy	46,720 +23,560	+102%	+$1.2M	0.6%	58
2021 Q3	$1.16M	Buy	23,160 +9	+0%	+$455	0.64%	57
2021 Q2	$1.14M	Buy	23,151 +301	+1%	+$14.6K	0.64%	57
2021 Q1	$1.03M	Buy	+22,850	New	+$1.01M	0.61%	60

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 $140B AUM 46.34% 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 $115B AUM 41.58% 1-Year Est. Return

Wealth Advisors of Tampa Bay's BCE Position: Q2 2025 in Review

Wealth Advisors of Tampa Bay sold out of BCE (BCE) in Q2 2025, closing a stake of 4,425 shares — an estimated $102K sold.

Wealth Advisors of Tampa Bay first reported a position in BCE in Q1 2021 and held it in 15 quarters. The position peaked at $2.59M in Q1 2022. 391 funds tracked by Wall St. Rank hold BCE as of Q2 2025.

Wealth Advisors of Tampa Bay reported no remaining BCE position as of Q2 2025 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 4,425 BCE shares in Q2 2025, an estimated $102K.
Wealth Advisors of Tampa Bay first reported a position in BCE in Q1 2021 and held it in 15 quarters.
Wealth Advisors of Tampa Bay's BCE position peaked at $2.59M in Q1 2022.
391 funds tracked by Wall St. Rank held BCE as of Q2 2025.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2025, filed 14 Aug 2025.