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Arete Wealth Advisors’s Bank of Montreal BMO Stock Holding History

Arete Wealth 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
Q2 		– Sell
-1,793
Closed -$211K – 464
2022
Q1 		$211K Buy
+1,793
New +$208K 0.02% 465

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Arete Wealth Advisors's BMO Position: Q2 2022 in Review

Arete Wealth Advisors sold out of Bank of Montreal (BMO) in Q2 2022, closing a stake of 1,793 shares — an estimated $211K sold.

Arete Wealth Advisors first reported a position in BMO in Q1 2022 and held it in 1 quarter. The position peaked at $211K in Q1 2022. 487 funds tracked by Wall St. Rank hold BMO as of Q2 2022.

  • Arete Wealth Advisors reported no remaining Bank of Montreal position as of Q2 2022 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,793 Bank of Montreal shares in Q2 2022, an estimated $211K.
  • Arete Wealth Advisors first reported a position in Bank of Montreal in Q1 2022 and held it in 1 quarter.
  • Arete Wealth Advisors's Bank of Montreal position peaked at $211K in Q1 2022.
  • 487 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2022.

Based on Arete Wealth Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.