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

Alera 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
2024
Q3 		$205K Buy
+2,270
New +$194K 0.02% 272
2019
Q2 		– Sell
-162
Closed -$12K – 194
2019
Q1 		$12K Sell
162
-15
-8% -$1.11K 0.01% 412
2018
Q4 		$12K Buy
+177
New +$13.1K 0.01% 384

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Alera Investment Advisors's BMO Position: Q3 2024 in Review

Alera Investment Advisors opened a new position in Bank of Montreal (BMO) in Q3 2024: 2,270 shares worth $205K. The stake represents 0.02% of the portfolio and ranks #272 among its holdings. This is a return to the name: Alera Investment Advisors previously reported a position in BMO as recently as Q1 2019.

Alera Investment Advisors first reported a position in BMO in Q4 2018 and has held it in 3 quarters since. 469 funds tracked by Wall St. Rank hold BMO as of Q3 2024.

  • Alera Investment Advisors held 2,270 shares of Bank of Montreal worth $205K as of Q3 2024.
  • Bank of Montreal was a new Alera Investment Advisors position in Q3 2024.
  • Bank of Montreal made up 0.02% of Alera Investment Advisors's portfolio in Q3 2024, its #272 holding.
  • Alera Investment Advisors first reported a position in Bank of Montreal in Q4 2018 and has held it in 3 quarters since.
  • 469 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.