B. Riley Wealth Advisors’s Bank of Montreal BMO Stock Holding History

B. Riley Wealth Advisors’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 Q3	–	Sell	-2,295	Closed	-$207K	–	1497
2023 Q2	$207K	Buy	+2,295	New	+$203K	﹤0.01%	1339
2019 Q2	–	Sell	-2,737	Closed	-$205K	–	797
2019 Q1	$205K	Sell	2,737 -684	-20%	-$50.6K	0.03%	648
2018 Q4	$224K	Buy	3,421 +32	+0.9%	+$2.37K	0.03%	547
2018 Q3	$280K	Buy	3,389 +621	+22%	+$49.9K	0.03%	519
2018 Q2	$214K	Sell	2,768 -334	-11%	-$25.7K	0.03%	590
2018 Q1	$235K	Buy	3,102 +334	+12%	+$26.3K	0.03%	530
2017 Q4	$222K	Buy	+2,768	New	+$216K	0.03%	546
2015 Q1	–	Sell	-1,025	Closed	-$72K	–	732
2014 Q4	$72K	Buy	+1,025	New	+$73.4K	﹤0.01%	1897
2014 Q3	–	Sell	-951	Closed	-$70K	–	787
2014 Q2	$70K	Buy	+951	New	+$66.3K	0.02%	877

Other funds holding BMO

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

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

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

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

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

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

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

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

B. Riley Wealth Advisors's BMO Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Bank of Montreal (BMO) in Q3 2023, closing a stake of 2,295 shares — an estimated $207K sold.

B. Riley Wealth Advisors first reported a position in BMO in Q2 2014 and held it in 9 quarters. The position peaked at $280K in Q3 2018. 456 funds tracked by Wall St. Rank hold BMO as of Q3 2023.

B. Riley Wealth Advisors reported no remaining Bank of Montreal position as of Q3 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 2,295 Bank of Montreal shares in Q3 2023, an estimated $207K.
B. Riley Wealth Advisors first reported a position in Bank of Montreal in Q2 2014 and held it in 9 quarters.
B. Riley Wealth Advisors's Bank of Montreal position peaked at $280K in Q3 2018.
456 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.