AXQ Capital’s Bank of Montreal BMO Stock Holding History

AXQ Capital’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
2023 Q4	–	Sell	-3,395	Closed	-$286K	–	650
2023 Q3	$286K	Buy	+3,395	New	+$298K	0.1%	322

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

AXQ Capital's BMO Position: Q4 2023 in Review

AXQ Capital sold out of Bank of Montreal (BMO) in Q4 2023, closing a stake of 3,395 shares — an estimated $286K sold.

AXQ Capital first reported a position in BMO in Q3 2023 and held it in 1 quarter. The position peaked at $286K in Q3 2023. 487 funds tracked by Wall St. Rank hold BMO as of Q4 2023.

AXQ Capital reported no remaining Bank of Montreal position as of Q4 2023 after selling out during the quarter.
AXQ Capital sold 3,395 Bank of Montreal shares in Q4 2023, an estimated $286K.
AXQ Capital first reported a position in Bank of Montreal in Q3 2023 and held it in 1 quarter.
AXQ Capital's Bank of Montreal position peaked at $286K in Q3 2023.
487 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2023.

Based on AXQ Capital's 13F filing for Q4 2023, filed 13 Feb 2024.