Belpointe Asset Management’s Bank of Montreal BMO Stock Holding History

Belpointe Asset 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 Q2	–	Sell	-315	Closed	-$28.1K	–	916
2023 Q1	$28.1K	Hold	315	–	–	﹤0.01%	2098
2022 Q4	$28.5K	Buy	+315	New	+$29.2K	﹤0.01%	1943
2022 Q2	–	Sell	-2,387	Closed	-$282K	–	1149
2022 Q1	$282K	Sell	2,387 -338	-12%	-$39.2K	0.02%	755
2021 Q4	$293K	Buy	2,725 +668	+32%	+$72K	0.02%	725
2021 Q3	$205K	Buy	+2,057	New	+$207K	0.01%	847
2020 Q3	–	Sell	-19,399	Closed	-$1.03M	–	780
2020 Q2	$1.03M	Buy	+19,399	New	+$989K	0.13%	163
2020 Q1	–	Sell	-2,622	Closed	-$203K	–	638
2019 Q4	$203K	Buy	2,622 +875	+50%	+$65.9K	0.03%	532
2019 Q3	$129K	Sell	1,747 -1,997	-53%	-$146K	0.02%	601
2019 Q2	$283K	Buy	3,744 +150	+4%	+$11.5K	0.06%	337
2019 Q1	$269K	Buy	+3,594	New	+$266K	0.05%	259

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 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

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Belpointe Asset Management's BMO Position: Q2 2023 in Review

Belpointe Asset Management sold out of Bank of Montreal (BMO) in Q2 2023, closing a stake of 315 shares — an estimated $28.1K sold.

Belpointe Asset Management first reported a position in BMO in Q1 2019 and held it in 10 quarters. The position peaked at $1.03M in Q2 2020. 470 funds tracked by Wall St. Rank hold BMO as of Q2 2023.

Belpointe Asset Management reported no remaining Bank of Montreal position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 315 Bank of Montreal shares in Q2 2023, an estimated $28.1K.
Belpointe Asset Management first reported a position in Bank of Montreal in Q1 2019 and held it in 10 quarters.
Belpointe Asset Management's Bank of Montreal position peaked at $1.03M in Q2 2020.
470 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.