Accurate Wealth Management’s Bank of Montreal BMO Stock Holding History

Accurate Wealth Management’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
2023 Q1	–	Sell	-100	Closed	-$9.51K	–	390
2022 Q4	$9.51K	Buy	+100	New	+$9.26K	﹤0.01%	873

Other funds holding BMO

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

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

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Accurate Wealth Management's BMO Position: Q1 2023 in Review

Accurate Wealth Management sold out of Bank of Montreal (BMO) in Q1 2023, closing a stake of 100 shares — an estimated $9.51K sold.

Accurate Wealth Management first reported a position in BMO in Q4 2022 and held it in 1 quarter. The position peaked at $9.51K in Q4 2022. 470 funds tracked by Wall St. Rank hold BMO as of Q1 2023.

Accurate Wealth Management reported no remaining Bank of Montreal position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 100 Bank of Montreal shares in Q1 2023, an estimated $9.51K.
Accurate Wealth Management first reported a position in Bank of Montreal in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's Bank of Montreal position peaked at $9.51K in Q4 2022.
470 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.