Archford Capital Strategies’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,776
| Closed | -$403K | – | 254 |
|
|
2023
Q3 | $403K | Sell |
4,776
-239
| -5% | -$21K | 0.08% | 213 |
|
|
2023
Q2 | $470K | Buy |
5,015
+88
| +2% | +$7.78K | 0.09% | 212 |
|
|
2023
Q1 | $437K | Buy |
4,927
+97
| +2% | +$9.2K | 0.09% | 210 |
|
|
2022
Q4 | $438K | Buy |
4,830
+892
| +23% | +$82.6K | 0.1% | 212 |
|
|
2022
Q3 | $345K | Buy |
3,938
+129
| +3% | +$12.5K | 0.09% | 215 |
|
|
2022
Q2 | $366K | Buy |
3,809
+334
| +10% | +$35.5K | 0.09% | 209 |
|
|
2022
Q1 | $411K | Buy |
3,475
+152
| +5% | +$17.6K | 0.09% | 203 |
|
|
2021
Q4 | $358K | Sell |
3,323
-118
| -3% | -$12.7K | 0.08% | 225 |
|
|
2021
Q3 | $343K | Buy |
3,441
+142
| +4% | +$14.3K | 0.08% | 233 |
|
|
2021
Q2 | $338K | Buy |
3,299
+114
| +4% | +$11.3K | 0.08% | 222 |
|
|
2021
Q1 | $292K | Sell |
3,185
-18,169
| -85% | -$1.48M | 0.08% | 231 |
|
|
2020
Q4 | $1.68M | Buy |
21,354
+34
| +0.2% | +$2.33K | 0.39% | 75 |
|
|
2020
Q3 | $1.25M | Sell |
21,320
-79
| -0.4% | -$4.57K | 0.33% | 90 |
|
|
2020
Q2 | $1.14M | Sell |
21,399
-97
| -0.5% | -$4.95K | 0.34% | 90 |
|
|
2020
Q1 | $1.08M | Buy |
21,496
+238
| +1% | +$16.1K | 0.42% | 74 |
|
|
2019
Q4 | $1.65M | Buy |
21,258
+1,229
| +6% | +$92.5K | 0.57% | 48 |
|
|
2019
Q3 | $1.48M | Sell |
20,029
-199
| -1% | -$14.5K | 0.55% | 53 |
|
|
2019
Q2 | $1.53M | Buy |
20,228
+623
| +3% | +$47.7K | 0.56% | 48 |
|
|
2019
Q1 | $1.47M | Sell |
19,605
-245
| -1% | -$18.1K | 0.54% | 48 |
|
|
2018
Q4 | $1.3M | Sell |
19,850
-186
| -0.9% | -$13.8K | 0.52% | 50 |
|
|
2018
Q3 | $1.65M | Buy |
20,036
+164
| +0.8% | +$13.2K | 0.6% | 42 |
|
|
2018
Q2 | $1.53M | Sell |
19,872
-686
| -3% | -$52.8K | 0.54% | 49 |
|
|
2018
Q1 | $1.65M | Buy |
20,558
+1,237
| +6% | +$97.3K | 0.69% | 44 |
|
|
2017
Q4 | $1.55M | Buy |
19,321
+228
| +1% | +$17.8K | 0.58% | 49 |
|
|
2017
Q3 | $1.45M | Buy |
19,093
+5,249
| +38% | +$391K | 0.54% | 60 |
|
|
2017
Q2 | $1.02M | Sell |
13,844
-283
| -2% | -$20K | 0.4% | 89 |
|
|
2017
Q1 | $1.05M | Buy |
+14,127
| New | +$1.07M | 0.4% | 88 |
|
|
2016
Q4 | – | Sell |
-13,362
| Closed | -$875K | – | 656 |
|
|
2016
Q3 | $875K | Buy |
13,362
+12,053
| +921% | +$783K | 0.36% | 102 |
|
|
2016
Q2 | $83K | Sell |
1,309
-10,495
| -89% | -$665K | 0.04% | 212 |
|
|
2016
Q1 | $716K | Sell |
11,804
-84
| -0.7% | -$4.6K | 0.34% | 109 |
|
|
2015
Q4 | $838K | Buy |
11,888
+11,796
| +12,822% | +$678K | 0.38% | 86 |
|
|
2015
Q3 | $5K | Hold |
92
| – | – | ﹤0.01% | 442 |
|
|
2015
Q2 | $5K | Hold |
92
| – | – | ﹤0.01% | 364 |
|
|
2015
Q1 | $5.52K | Hold |
92
| – | – | ﹤0.01% | 375 |
|
|
2014
Q4 | $7K | Hold |
92
| – | – | 0.01% | 373 |
|
|
2014
Q3 | $7K | Hold |
92
| – | – | 0.01% | 379 |
|
|
2014
Q2 | $6.77K | Hold |
92
| – | – | 0.01% | 474 |
|
|
2014
Q1 | $6.17K | Buy |
+92
| New | +$5.98K | 0.01% | 503 |
|
Other funds holding BMO
Archford Capital Strategies's BMO Position: Q4 2023 in Review
Archford Capital Strategies sold out of Bank of Montreal (BMO) in Q4 2023, closing a stake of 4,776 shares — an estimated $403K sold.
Archford Capital Strategies first reported a position in BMO in Q1 2014 and held it in 38 quarters. The position peaked at $1.68M in Q4 2020. 488 funds tracked by Wall St. Rank hold BMO as of Q4 2023.
- Archford Capital Strategies reported no remaining Bank of Montreal position as of Q4 2023 after selling out during the quarter.
- Archford Capital Strategies sold 4,776 Bank of Montreal shares in Q4 2023, an estimated $403K.
- Archford Capital Strategies first reported a position in Bank of Montreal in Q1 2014 and held it in 38 quarters.
- Archford Capital Strategies's Bank of Montreal position peaked at $1.68M in Q4 2020.
- 488 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2023.
Based on Archford Capital Strategies's 13F filing for Q4 2023, filed 12 Jan 2024.