Avior Wealth Management’s Bank of Montreal BMO Stock Holding History

Avior Wealth 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
2025 Q1	–	Sell	-218	Closed	-$21.2K	–	927
2024 Q4	$21.2K	Hold	218	–	–	﹤0.01%	1398
2024 Q3	$19.7K	Hold	218	–	–	﹤0.01%	1378
2024 Q2	$18.3K	Sell	218 -1,747	-89%	-$159K	﹤0.01%	1368
2024 Q1	$192K	Buy	1,965 +288	+17%	+$27.2K	0.01%	718
2023 Q4	$166K	Hold	1,677	–	–	0.01%	545
2023 Q3	$141K	Hold	1,677	–	–	0.01%	580
2023 Q2	$151K	Sell	1,677 -29	-2%	-$2.56K	0.01%	576
2023 Q1	$152K	Buy	1,706 +1,547	+973%	+$147K	0.01%	568
2022 Q4	$14.4K	Hold	159	–	–	﹤0.01%	799
2022 Q3	$13K	Hold	159	–	–	﹤0.01%	807
2022 Q2	$15K	Buy	159 +14	+10%	+$1.49K	﹤0.01%	707
2022 Q1	$17K	Buy	145 +19	+15%	+$2.2K	﹤0.01%	738
2021 Q4	$13K	Sell	126 -126	-50%	-$13.6K	﹤0.01%	772
2021 Q3	$25K	Buy	+252	New	+$25.4K	﹤0.01%	628
2020 Q3	–	Sell	-36	Closed	-$1K	–	924
2020 Q2	$1K	Hold	36	–	–	﹤0.01%	828
2020 Q1	$1K	Hold	36	–	–	﹤0.01%	709
2019 Q4	$2K	Hold	36	–	–	﹤0.01%	711
2019 Q3	$2K	Hold	36	–	–	﹤0.01%	672
2019 Q2	$3K	Buy	+36	New	+$2.75K	﹤0.01%	694

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

Norges Bank Oslo, Norway $1T AUM

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Avior Wealth Management's BMO Position: Q1 2025 in Review

Avior Wealth Management sold out of Bank of Montreal (BMO) in Q1 2025, closing a stake of 218 shares — an estimated $21.2K sold.

Avior Wealth Management first reported a position in BMO in Q2 2019 and held it in 19 quarters. The position peaked at $192K in Q1 2024. 557 funds tracked by Wall St. Rank hold BMO as of Q1 2025.

Avior Wealth Management reported no remaining Bank of Montreal position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 218 Bank of Montreal shares in Q1 2025, an estimated $21.2K.
Avior Wealth Management first reported a position in Bank of Montreal in Q2 2019 and held it in 19 quarters.
Avior Wealth Management's Bank of Montreal position peaked at $192K in Q1 2024.
557 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.