Americana Partners’s Bank of Montreal BMO Stock Holding History

Americana Partners’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	–	Sell	-3,100	Closed	-$280K	–	295
2023 Q2	$280K	Hold	3,100	–	–	0.04%	238
2023 Q1	$276K	Hold	3,100	–	–	0.04%	228
2022 Q4	$281K	Hold	3,100	–	–	0.05%	206
2022 Q3	$271K	Hold	3,100	–	–	0.05%	197
2022 Q2	$298K	Hold	3,100	–	–	0.05%	189
2022 Q1	$365K	Buy	3,100 +16	+0.5%	+$1.85K	0.11%	161
2021 Q4	$332K	Hold	3,084	–	–	0.06%	197
2021 Q3	$307K	Hold	3,084	–	–	0.07%	182
2021 Q2	$316K	Buy	+3,084	New	+$304K	0.16%	94

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

Americana Partners's BMO Position: Q3 2023 in Review

Americana Partners sold out of Bank of Montreal (BMO) in Q3 2023, closing a stake of 3,100 shares — an estimated $280K sold.

Americana Partners first reported a position in BMO in Q2 2021 and held it in 9 quarters. The position peaked at $365K in Q1 2022. 455 funds tracked by Wall St. Rank hold BMO as of Q3 2023.

Americana Partners reported no remaining Bank of Montreal position as of Q3 2023 after selling out during the quarter.
Americana Partners sold 3,100 Bank of Montreal shares in Q3 2023, an estimated $280K.
Americana Partners first reported a position in Bank of Montreal in Q2 2021 and held it in 9 quarters.
Americana Partners's Bank of Montreal position peaked at $365K in Q1 2022.
455 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2023.

Based on Americana Partners's 13F filing for Q3 2023, filed 7 Nov 2023.