Baystate Wealth Management’s Bank of Montreal BMO Stock Holding History

Baystate Wealth 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
2023 Q4	$1.19K	Hold	11	–	–	﹤0.01%	1135
2023 Q3	$1K	Hold	11	–	–	﹤0.01%	892
2023 Q2	$1.06K	Hold	11	–	–	﹤0.01%	925
2023 Q1	$1.04K	Hold	11	–	–	﹤0.01%	928
2022 Q4	$1K	Hold	11	–	–	﹤0.01%	838
2022 Q3	$1K	Hold	11	–	–	﹤0.01%	790
2022 Q2	$1K	Hold	11	–	–	﹤0.01%	815
2022 Q1	$1K	Hold	11	–	–	﹤0.01%	805
2021 Q4	$1K	Hold	11	–	–	﹤0.01%	805
2021 Q3	$1K	Hold	11	–	–	﹤0.01%	731
2021 Q2	$1K	Hold	11	–	–	﹤0.01%	701
2021 Q1	$1K	Buy	11 +1	+10%	+$82	﹤0.01%	632
2020 Q4	$1K	Sell	10 -1	-9%	-$68	﹤0.01%	602
2020 Q3	$1K	Buy	11 +1	+10%	+$58	﹤0.01%	569
2020 Q2	$1K	Sell	10 -1	-9%	-$51	﹤0.01%	585
2020 Q1	$1K	Sell	11 -15	-58%	-$1.02K	﹤0.01%	535
2019 Q4	$2K	Buy	26 +16	+160%	+$1.2K	﹤0.01%	509
2019 Q3	$1K	Hold	10	–	–	﹤0.01%	512
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	537
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	548
2018 Q4	$1K	Hold	10	–	–	﹤0.01%	553
2018 Q3	$1K	Hold	10	–	–	﹤0.01%	569
2018 Q2	$1K	Hold	10	–	–	﹤0.01%	588
2018 Q1	$1K	Hold	10	–	–	﹤0.01%	547
2017 Q4	$1K	Hold	10	–	–	﹤0.01%	551
2017 Q3	$1K	Hold	10	–	–	﹤0.01%	534
2017 Q2	$1K	Hold	10	–	–	﹤0.01%	551
2017 Q1	$1K	Buy	+10	New	+$755	﹤0.01%	515

Other funds holding BMO

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

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

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

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

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

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

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

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

Baystate Wealth Management's BMO Position: Q4 2023 in Review

Baystate Wealth Management held its Bank of Montreal (BMO) position steady in Q4 2023 at 11 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

Baystate Wealth Management first reported a position in BMO in Q1 2017 and has held it in 28 quarters since. The position peaked at $2K in Q4 2019. 487 funds tracked by Wall St. Rank hold BMO as of Q4 2023.

Baystate Wealth Management held 11 shares of Bank of Montreal worth $1.19K as of Q4 2023.
Baystate Wealth Management left its Bank of Montreal share count unchanged in Q4 2023.
Bank of Montreal made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1135 holding.
Baystate Wealth Management first reported a position in Bank of Montreal in Q1 2017 and has held it in 28 quarters since.
Baystate Wealth Management's Bank of Montreal position peaked at $2K in Q4 2019.
487 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.