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Ativo Capital Management’s Bank of Montreal BMO Stock Holding History

Ativo Capital Management’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
Q1 		– Sell
-10,441
Closed -$1.03M – 53
2023
Q4 		$1.03M Sell
10,441
-97
-0.9% -$8.1K 1.1% 43
2023
Q3 		$889K Sell
10,538
-99
-0.9% -$8.7K 1% 43
2023
Q2 		$961K Sell
10,637
-650
-6% -$57.5K 1.01% 41
2023
Q1 		$1.01M Sell
11,287
-758
-6% -$71.9K 1.23% 36
2022
Q4 		$1.09M Sell
12,045
-699
-5% -$64.7K 1.37% 31
2022
Q3 		$1.12M Buy
+12,744
New +$1.23M 1.75% 22
2020
Q2 		– Sell
-16,314
Closed -$820K – 105
2020
Q1 		$820K Sell
16,314
-197
-1% -$13.4K 0.51% 78
2019
Q4 		$1.28M Hold
16,511
– – 0.59% 62
2019
Q3 		$1.22M Hold
16,511
– – 0.59% 59
2019
Q2 		$1.25M Buy
16,511
+11,403
+223% +$872K 0.56% 62
2019
Q1 		$382K Buy
+5,108
New +$378K 0.16% 112
2015
Q1 		– Sell
-3,078
Closed -$218K – 191
2014
Q4 		$218K Sell
3,078
-146
-5% -$10.4K 0.09% 209
2014
Q3 		$237K Sell
3,224
-20
-0.6% -$1.5K 0.09% 180
2014
Q2 		$239K Sell
3,244
-199
-6% -$13.9K 0.1% 159
2014
Q1 		$231K Buy
3,443
+82
+2% +$5.33K 0.09% 174
2013
Q4 		$224K Buy
+3,361
New +$229K 0.1% 175

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
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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Ativo Capital Management's BMO Position: Q1 2024 in Review

Ativo Capital Management sold out of Bank of Montreal (BMO) in Q1 2024, closing a stake of 10,441 shares — an estimated $1.03M sold.

Ativo Capital Management first reported a position in BMO in Q4 2013 and held it in 16 quarters. The position peaked at $1.28M in Q4 2019. 493 funds tracked by Wall St. Rank hold BMO as of Q1 2024.

  • Ativo Capital Management reported no remaining Bank of Montreal position as of Q1 2024 after selling out during the quarter.
  • Ativo Capital Management sold 10,441 Bank of Montreal shares in Q1 2024, an estimated $1.03M.
  • Ativo Capital Management first reported a position in Bank of Montreal in Q4 2013 and held it in 16 quarters.
  • Ativo Capital Management's Bank of Montreal position peaked at $1.28M in Q4 2019.
  • 493 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2024.

Based on Ativo Capital Management's 13F filing for Q1 2024, filed 8 May 2024.