BDO Wealth Advisors’s Bank of Montreal BMO Stock Holding History

BDO 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 Q2	$67.9K	Hold	752	–	–	0.01%	386
2023 Q1	$67K	Sell	752 -679	-47%	-$64.4K	0.01%	370
2022 Q4	$130K	Sell	1,431 -679	-32%	-$62.8K	0.02%	304
2022 Q3	$185K	Hold	2,110	–	–	0.02%	257
2022 Q2	$203K	Hold	2,110	–	–	0.03%	249
2022 Q1	$249K	Hold	2,110	–	–	0.03%	240
2021 Q4	$227K	Hold	2,110	–	–	0.02%	265
2021 Q3	$210K	Hold	2,110	–	–	0.02%	271
2021 Q2	$216K	Hold	2,110	–	–	0.02%	280
2021 Q1	$188K	Buy	2,110 +752	+55%	+$61.3K	0.02%	297
2020 Q4	$103K	Hold	1,358	–	–	0.01%	285
2020 Q3	$79K	Hold	1,358	–	–	0.01%	291
2020 Q2	$72K	Hold	1,358	–	–	0.01%	295
2020 Q1	$68K	Hold	1,358	–	–	0.01%	309
2019 Q4	$105K	Hold	1,358	–	–	0.03%	244
2019 Q3	$100K	Hold	1,358	–	–	0.03%	255
2019 Q2	$102K	Hold	1,358	–	–	0.03%	245
2019 Q1	$102K	Hold	1,358	–	–	0.03%	223
2018 Q4	$89K	Hold	1,358	–	–	0.03%	215
2018 Q3	$112K	Hold	1,358	–	–	0.04%	208
2018 Q2	$105K	Buy	+1,358	New	+$105K	0.04%	211

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

BDO Wealth Advisors's BMO Position: Q2 2023 in Review

BDO Wealth Advisors held its Bank of Montreal (BMO) position steady in Q2 2023 at 752 shares worth $67.9K. The position accounts for 0.01% of the portfolio, ranked #386.

BDO Wealth Advisors first reported a position in BMO in Q2 2018 and has held it in 21 quarters since. The position peaked at $249K in Q1 2022. 469 funds tracked by Wall St. Rank hold BMO as of Q2 2023.

BDO Wealth Advisors held 752 shares of Bank of Montreal worth $67.9K as of Q2 2023.
BDO Wealth Advisors left its Bank of Montreal share count unchanged in Q2 2023.
Bank of Montreal made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #386 holding.
BDO Wealth Advisors first reported a position in Bank of Montreal in Q2 2018 and has held it in 21 quarters since.
BDO Wealth Advisors's Bank of Montreal position peaked at $249K in Q1 2022.
469 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.