Advisor Partners II’s Bank of Montreal BMO Stock Holding History

Advisor Partners II’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 Q3	$985K	Buy	11,674 +54	+0.5%	+$4.75K	0.04%	490
2023 Q2	$1.05M	Sell	11,620 -1,937	-14%	-$171K	0.05%	375
2023 Q1	$1.21M	Buy	13,557 +3,745	+38%	+$355K	0.07%	309
2022 Q4	$889K	Buy	9,812 +1,072	+12%	+$99.2K	0.06%	350
2022 Q3	$766K	Buy	+8,740	New	+$845K	0.06%	339

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

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

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

Advisor Partners II's BMO Position: Q3 2023 in Review

Advisor Partners II increased its Bank of Montreal (BMO) stake by 0.46% in Q3 2023, buying an estimated $4.75K and bringing the position to 11,674 shares worth $985K. The position accounts for 0.04% of the portfolio, ranked #490.

Advisor Partners II first reported a position in BMO in Q3 2022 and has held it in 5 quarters since. The position peaked at $1.21M in Q1 2023. 455 funds tracked by Wall St. Rank hold BMO as of Q3 2023.

Advisor Partners II held 11,674 shares of Bank of Montreal worth $985K as of Q3 2023.
Advisor Partners II bought 54 Bank of Montreal shares in Q3 2023, an estimated $4.75K.
Bank of Montreal made up 0.04% of Advisor Partners II's portfolio in Q3 2023, its #490 holding.
Advisor Partners II first reported a position in Bank of Montreal in Q3 2022 and has held it in 5 quarters since.
Advisor Partners II's Bank of Montreal position peaked at $1.21M in Q1 2023.
455 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.