Banque Cantonale Vaudoise’s Bank of Montreal BMO Stock Holding History

Banque Cantonale Vaudoise’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	-300	Closed	-$25K	–	1038
2023 Q3	$25K	Hold	300	–	–	﹤0.01%	1041
2023 Q2	$27K	Hold	300	–	–	﹤0.01%	1041
2023 Q1	$27K	Hold	300	–	–	﹤0.01%	1042
2022 Q4	$27K	Hold	300	–	–	﹤0.01%	1031
2022 Q3	$26K	Hold	300	–	–	﹤0.01%	1068
2022 Q2	$29K	Hold	300	–	–	﹤0.01%	1080
2022 Q1	$35K	Hold	300	–	–	﹤0.01%	1088
2021 Q4	$32K	Sell	300 -600	-67%	-$64.7K	﹤0.01%	1134
2021 Q3	$90K	Hold	900	–	–	﹤0.01%	959
2021 Q2	$93K	Sell	900 -4,659	-84%	-$460K	﹤0.01%	969
2021 Q1	$496K	Sell	5,559 -723	-12%	-$59K	0.03%	542
2020 Q4	$477K	Buy	6,282 +4,782	+319%	+$327K	0.03%	505
2020 Q3	$87K	Sell	1,500 -400	-21%	-$23.2K	0.01%	848
2020 Q2	$101K	Buy	+1,900	New	+$96.9K	0.01%	781

Other funds holding BMO

Royal Bank of Canada

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

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

TD Asset Management

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

Mackenzie Financial

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

Bank of Nova Scotia

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

CIBC World Market

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

National Bank of Canada

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

Fidelity International

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

Toronto Dominion Bank

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