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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B 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 $56.9B AUM 39.33% 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 $57.1B AUM 35.3% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return