American Portfolios Advisors’s Bank of Montreal BMO Stock Holding History

American Portfolios 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	$52.1K	Hold	595	–	–	﹤0.01%	1674
2022 Q2	$57.2K	Hold	595	–	–	﹤0.01%	1682
2022 Q1	$70.2K	Hold	595	–	–	﹤0.01%	1716
2021 Q4	$64.1K	Hold	595	–	–	﹤0.01%	1757
2021 Q3	$59.3K	Hold	595	–	–	﹤0.01%	1686
2021 Q2	$61K	Hold	595	–	–	﹤0.01%	1638
2021 Q1	$53K	Hold	595	–	–	﹤0.01%	1588
2020 Q4	$45.2K	Sell	595 -50	-8%	-$3.42K	﹤0.01%	1454
2020 Q3	$37.7K	Buy	645 +8	+1%	+$463	﹤0.01%	1438
2020 Q2	$33.8K	Buy	637 +9	+1%	+$459	﹤0.01%	1432
2020 Q1	$31.6K	Buy	628 +2	+0.3%	+$136	﹤0.01%	1355
2019 Q4	$48.5K	Sell	626 -14	-2%	-$1.05K	﹤0.01%	1361
2019 Q3	$47.2K	Buy	640 +19	+3%	+$1.38K	﹤0.01%	1302
2019 Q2	$46.9K	Buy	621 +12	+2%	+$918	﹤0.01%	1305
2019 Q1	$45.6K	Hold	609	–	–	﹤0.01%	1239
2018 Q4	$39.8K	Buy	609 +14	+2%	+$1.04K	﹤0.01%	1112
2018 Q3	$49.1K	Hold	595	–	–	0.01%	1120
2018 Q2	$46K	Hold	595	–	–	0.01%	1111
2018 Q1	$45K	Hold	595	–	–	0.01%	1071
2017 Q4	$47.6K	Buy	+595	New	+$46.4K	0.01%	1015

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

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

American Portfolios Advisors's BMO Position: Q3 2022 in Review

American Portfolios Advisors held its Bank of Montreal (BMO) position steady in Q3 2022 at 595 shares worth $52.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

American Portfolios Advisors first reported a position in BMO in Q4 2017 and has held it in 20 quarters since. The position peaked at $70.2K in Q1 2022. 458 funds tracked by Wall St. Rank hold BMO as of Q3 2022.

American Portfolios Advisors held 595 shares of Bank of Montreal worth $52.1K as of Q3 2022.
American Portfolios Advisors left its Bank of Montreal share count unchanged in Q3 2022.
Bank of Montreal made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1674 holding.
American Portfolios Advisors first reported a position in Bank of Montreal in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Bank of Montreal position peaked at $70.2K in Q1 2022.
458 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.