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Bedel Financial Consulting’s Bank of Montreal BMO Stock Holding History

Bedel Financial Consulting’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
2022
Q2 		– Sell
-260
Closed -$31K – 283
2022
Q1 		$31K Hold
260
– – 0.01% 477
2021
Q4 		$28K Hold
260
– – 0.01% 502
2021
Q3 		$26K Hold
260
– – 0.01% 498
2021
Q2 		$27K Hold
260
– – 0.01% 496
2021
Q1 		$23K Hold
260
– – 0.01% 491
2020
Q4 		$20K Hold
260
– – 0.01% 449
2020
Q3 		$15K Buy
+260
New +$15.1K 0.01% 457

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Bedel Financial Consulting's BMO Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Bank of Montreal (BMO) in Q2 2022, closing a stake of 260 shares — an estimated $31K sold.

Bedel Financial Consulting first reported a position in BMO in Q3 2020 and held it in 7 quarters. The position peaked at $31K in Q1 2022. 487 funds tracked by Wall St. Rank hold BMO as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Bank of Montreal position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 260 Bank of Montreal shares in Q2 2022, an estimated $31K.
  • Bedel Financial Consulting first reported a position in Bank of Montreal in Q3 2020 and held it in 7 quarters.
  • Bedel Financial Consulting's Bank of Montreal position peaked at $31K in Q1 2022.
  • 487 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.