Atria Wealth Solutions’s Bank of Montreal BMO Stock Holding History

Atria Wealth Solutions’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 Q2	–	Sell	-2,559	Closed	-$250K	–	1940
2024 Q1	$250K	Buy	2,559 +282	+12%	+$26.6K	﹤0.01%	1681
2023 Q4	$225K	Buy	+2,277	New	+$190K	﹤0.01%	1696
2022 Q4	–	Sell	-2,334	Closed	-$205K	–	1803
2022 Q3	$205K	Buy	2,334 +1	+0%	+$97	﹤0.01%	1542
2022 Q2	$224K	Buy	+2,333	New	+$248K	﹤0.01%	1384

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Atria Wealth Solutions's BMO Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Bank of Montreal (BMO) in Q2 2024, closing a stake of 2,559 shares — an estimated $250K sold.

Atria Wealth Solutions first reported a position in BMO in Q2 2022 and held it in 4 quarters. The position peaked at $250K in Q1 2024. 477 funds tracked by Wall St. Rank hold BMO as of Q2 2024.

Atria Wealth Solutions reported no remaining Bank of Montreal position as of Q2 2024 after selling out during the quarter.
Atria Wealth Solutions sold 2,559 Bank of Montreal shares in Q2 2024, an estimated $250K.
Atria Wealth Solutions first reported a position in Bank of Montreal in Q2 2022 and held it in 4 quarters.
Atria Wealth Solutions's Bank of Montreal position peaked at $250K in Q1 2024.
477 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.