AJOVista’s Bank of Montreal BMO Stock Holding History

AJOVista’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
2024 Q1	–	Sell	-2,900	Closed	-$287K	–	124
2023 Q4	$287K	Buy	+2,900	New	+$242K	0.36%	35

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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 $112B AUM 31.26% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

AJOVista's BMO Position: Q1 2024 in Review

AJOVista sold out of Bank of Montreal (BMO) in Q1 2024, closing a stake of 2,900 shares — an estimated $287K sold.

AJOVista first reported a position in BMO in Q4 2023 and held it in 1 quarter. The position peaked at $287K in Q4 2023. 492 funds tracked by Wall St. Rank hold BMO as of Q1 2024.

AJOVista reported no remaining Bank of Montreal position as of Q1 2024 after selling out during the quarter.
AJOVista sold 2,900 Bank of Montreal shares in Q1 2024, an estimated $287K.
AJOVista first reported a position in Bank of Montreal in Q4 2023 and held it in 1 quarter.
AJOVista's Bank of Montreal position peaked at $287K in Q4 2023.
492 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2024.

Based on AJOVista's 13F filing for Q1 2024, filed 10 May 2024.