Baldwin Wealth Partners’s Bank of Montreal BMO Stock Holding History

Baldwin Wealth Partners’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	-8,000	Closed	-$722K	–	758
2023 Q2	$722K	Hold	8,000	–	–	0.06%	128
2023 Q1	$713K	Hold	8,000	–	–	0.06%	127
2022 Q4	$725K	Sell	8,000 -3,600	-31%	-$333K	0.07%	127
2022 Q3	$1.02M	Hold	11,600	–	–	0.14%	67
2022 Q2	$1.12M	Hold	11,600	–	–	0.14%	68
2022 Q1	$1.37M	Buy	+11,600	New	+$1.34M	0.15%	67

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

Baldwin Wealth Partners's BMO Position: Q3 2023 in Review

Baldwin Wealth Partners sold out of Bank of Montreal (BMO) in Q3 2023, closing a stake of 8,000 shares — an estimated $722K sold.

Baldwin Wealth Partners first reported a position in BMO in Q1 2022 and held it in 6 quarters. The position peaked at $1.37M in Q1 2022. 456 funds tracked by Wall St. Rank hold BMO as of Q3 2023.

Baldwin Wealth Partners reported no remaining Bank of Montreal position as of Q3 2023 after selling out during the quarter.
Baldwin Wealth Partners sold 8,000 Bank of Montreal shares in Q3 2023, an estimated $722K.
Baldwin Wealth Partners first reported a position in Bank of Montreal in Q1 2022 and held it in 6 quarters.
Baldwin Wealth Partners's Bank of Montreal position peaked at $1.37M in Q1 2022.
456 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2023.

Based on Baldwin Wealth Partners's 13F filing for Q3 2023, filed 10 Oct 2023.