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1834 Investment Advisors’s Bank of Montreal BMO Stock Holding History

1834 Investment Advisors’s Portfolio BMO Stock Details BMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-403
Closed -$39K – 229
2022
Q2 		$39K Buy
+403
New +$42.8K 0.01% 285
2019
Q4 		– Sell
-140
Closed -$10K – 456
2019
Q3 		$10K Sell
140
-740
-84% -$53.9K ﹤0.01% 378
2019
Q2 		$66K Hold
880
– – 0.01% 257
2019
Q1 		$66K Sell
880
-611
-41% -$45.2K 0.01% 251
2018
Q4 		$97K Sell
1,491
-557
-27% -$41.3K 0.02% 222
2018
Q3 		$169K Sell
2,048
-230
-10% -$18.5K 0.02% 207
2018
Q2 		$176K Sell
2,278
-12,842
-85% -$989K 0.03% 190
2018
Q1 		$1.14M Sell
15,120
-20
-0.1% -$1.57K 0.2% 89
2017
Q4 		$1.21M Buy
15,140
+11,487
+314% +$896K 0.19% 96
2017
Q3 		$277K Sell
3,653
-216
-6% -$16.1K 0.05% 144
2017
Q2 		$284K Sell
3,869
-3,014
-44% -$213K 0.05% 150
2017
Q1 		$515K Sell
6,883
-1,058
-13% -$79.9K 0.1% 129
2016
Q4 		$571K Sell
7,941
-3,063
-28% -$204K 0.12% 113
2016
Q3 		$722K Sell
11,004
-3,853
-26% -$250K 0.16% 99
2016
Q2 		$942K Sell
14,857
-940
-6% -$59.6K 0.2% 96
2016
Q1 		$959K Hold
15,797
– – 0.22% 91
2015
Q4 		$891K Sell
15,797
-2,312
-13% -$133K 0.21% 96
2015
Q3 		$988K Sell
18,109
-166
-0.9% -$9.12K 0.25% 94
2015
Q2 		$1.08M Buy
18,275
+90
+0.5% +$5.65K 0.3% 79
2015
Q1 		$1.09M Buy
18,185
+2,148
+13% +$133K 0.3% 80
2014
Q4 		$1.13M Buy
16,037
+1,183
+8% +$84.7K 0.31% 75
2014
Q3 		$1.09M Sell
14,854
-362
-2% -$27.2K 0.3% 77
2014
Q2 		$1.12M Sell
15,216
-44,338
-74% -$3.09M 0.3% 79
2014
Q1 		$3.99M Sell
59,554
-470
-0.8% -$30.5K 1.17% 32
2013
Q4 		$4M Sell
60,024
-1,080
-2% -$73.5K 1.17% 29
2013
Q3 		$4.08M Sell
61,104
-396
-0.6% -$24.8K 1.34% 24
2013
Q2 		$3.57M Buy
+61,500
New +$3.73M 1.22% 27

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

1834 Investment Advisors's BMO Position: Q3 2022 in Review

1834 Investment Advisors sold out of Bank of Montreal (BMO) in Q3 2022, closing a stake of 403 shares — an estimated $39K sold.

1834 Investment Advisors first reported a position in BMO in Q2 2013 and held it in 27 quarters. The position peaked at $4.08M in Q3 2013. 457 funds tracked by Wall St. Rank hold BMO as of Q3 2022.

  • 1834 Investment Advisors reported no remaining Bank of Montreal position as of Q3 2022 after selling out during the quarter.
  • 1834 Investment Advisors sold 403 Bank of Montreal shares in Q3 2022, an estimated $39K.
  • 1834 Investment Advisors first reported a position in Bank of Montreal in Q2 2013 and held it in 27 quarters.
  • 1834 Investment Advisors's Bank of Montreal position peaked at $4.08M in Q3 2013.
  • 457 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.