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Beacon Financial Group’s Bank of Montreal BMO Stock Holding History

Beacon Financial Group’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
2024
Q1 		– Sell
-5,706
Closed -$565K – 321
2023
Q4 		$565K Sell
5,706
-91
-2% -$7.6K 0.07% 192
2023
Q3 		$499K Sell
5,797
-393
-6% -$34.5K 0.07% 176
2023
Q2 		$555K Sell
6,190
-752
-11% -$66.5K 0.08% 169
2023
Q1 		$620K Buy
+6,942
New +$659K 0.09% 160

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
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
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
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
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

Beacon Financial Group's BMO Position: Q1 2024 in Review

Beacon Financial Group sold out of Bank of Montreal (BMO) in Q1 2024, closing a stake of 5,706 shares — an estimated $565K sold.

Beacon Financial Group first reported a position in BMO in Q1 2023 and held it in 4 quarters. The position peaked at $620K in Q1 2023. 492 funds tracked by Wall St. Rank hold BMO as of Q1 2024.

  • Beacon Financial Group reported no remaining Bank of Montreal position as of Q1 2024 after selling out during the quarter.
  • Beacon Financial Group sold 5,706 Bank of Montreal shares in Q1 2024, an estimated $565K.
  • Beacon Financial Group first reported a position in Bank of Montreal in Q1 2023 and held it in 4 quarters.
  • Beacon Financial Group's Bank of Montreal position peaked at $620K in Q1 2023.
  • 492 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2024.

Based on Beacon Financial Group's 13F filing for Q1 2024, filed 7 May 2024.