Azimuth Capital Investment Management’s Bank of Montreal BMO Stock Holding History

Azimuth Capital Investment 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 Q2	–	Sell	-51,535	Closed	-$5.03M	–	306
2024 Q1	$5.03M	Buy	51,535 +13,480	+35%	+$1.27M	0.21%	145
2023 Q4	$3.77M	Sell	38,055 -2,340	-6%	-$195K	0.17%	156
2023 Q3	$3.41M	Buy	40,395 +425	+1%	+$37.4K	0.17%	164
2023 Q2	$3.61M	Sell	39,970 -55	-0.1%	-$4.86K	0.17%	165
2023 Q1	$3.57M	Sell	40,025 -655	-2%	-$62.1K	0.18%	165
2022 Q4	$3.69M	Sell	40,680 -912	-2%	-$84.4K	0.19%	165
2022 Q3	$3.65M	Sell	41,592 -1,840	-4%	-$178K	0.2%	158
2022 Q2	$4.18M	Buy	+43,432	New	+$4.61M	0.21%	151

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

Azimuth Capital Investment Management's BMO Position: Q2 2024 in Review

Azimuth Capital Investment Management sold out of Bank of Montreal (BMO) in Q2 2024, closing a stake of 51,535 shares — an estimated $5.03M sold.

Azimuth Capital Investment Management first reported a position in BMO in Q2 2022 and held it in 8 quarters. The position peaked at $5.03M in Q1 2024. 477 funds tracked by Wall St. Rank hold BMO as of Q2 2024.

Azimuth Capital Investment Management reported no remaining Bank of Montreal position as of Q2 2024 after selling out during the quarter.
Azimuth Capital Investment Management sold 51,535 Bank of Montreal shares in Q2 2024, an estimated $5.03M.
Azimuth Capital Investment Management first reported a position in Bank of Montreal in Q2 2022 and held it in 8 quarters.
Azimuth Capital Investment Management's Bank of Montreal position peaked at $5.03M in Q1 2024.
477 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2024.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.