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 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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Banque Cantonale Vaudoise's BMO Position: Q4 2023 in Review

Banque Cantonale Vaudoise sold out of Bank of Montreal (BMO) in Q4 2023, closing a stake of 300 shares — an estimated $25K sold.

Banque Cantonale Vaudoise first reported a position in BMO in Q2 2020 and held it in 14 quarters. The position peaked at $496K in Q1 2021. 488 funds tracked by Wall St. Rank hold BMO as of Q4 2023.

Banque Cantonale Vaudoise reported no remaining Bank of Montreal position as of Q4 2023 after selling out during the quarter.
Banque Cantonale Vaudoise sold 300 Bank of Montreal shares in Q4 2023, an estimated $25K.
Banque Cantonale Vaudoise first reported a position in Bank of Montreal in Q2 2020 and held it in 14 quarters.
Banque Cantonale Vaudoise's Bank of Montreal position peaked at $496K in Q1 2021.
488 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2023.

Based on Banque Cantonale Vaudoise's 13F filing for Q4 2023, filed 7 Feb 2024.