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Benjamin F. Edwards & Company’s Bank of Montreal BMO Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$383K Sell
4,572
-10
-0.2% -$908 0.01% 748
2024
Q1 		$448K Buy
4,582
+35
+0.8% +$3.3K 0.01% 676
2023
Q4 		$450K Buy
4,547
+167
+4% +$13.9K 0.01% 662
2023
Q3 		$370K Buy
4,380
+70
+2% +$6.15K 0.01% 591
2023
Q2 		$389K Buy
4,310
+631
+17% +$55.8K 0.01% 572
2023
Q1 		$328K Buy
3,679
+445
+14% +$42.2K 0.01% 586
2022
Q4 		$293K Buy
3,234
+209
+7% +$19.3K 0.01% 610
2022
Q3 		$265K Buy
3,025
+14
+0.5% +$1.35K 0.01% 590
2022
Q2 		$290K Buy
3,011
+637
+27% +$67.7K 0.01% 568
2022
Q1 		$280K Buy
2,374
+596
+34% +$69.1K 0.01% 595
2021
Q4 		$192K Hold
1,778
– – 0.01% 700
2021
Q3 		$177K Buy
1,778
+100
+6% +$10.1K 0.01% 693
2021
Q2 		$172K Hold
1,678
– – 0.01% 680
2021
Q1 		$150K Hold
1,678
– – 0.01% 749
2020
Q4 		$128K Buy
1,678
+465
+38% +$31.8K 0.01% 744
2020
Q3 		$71K Hold
1,213
– – ﹤0.01% 819
2020
Q2 		$64K Sell
1,213
-5,024
-81% -$256K ﹤0.01% 834
2020
Q1 		$313K Sell
6,237
-122
-2% -$8.27K 0.03% 417
2019
Q4 		$493K Sell
6,359
-200
-3% -$15.1K 0.03% 390
2019
Q3 		$484K Hold
6,559
– – 0.04% 366
2019
Q2 		$495K Sell
6,559
-200
-3% -$15.3K 0.04% 355
2019
Q1 		$506K Sell
6,759
-465
-6% -$34.4K 0.05% 330
2018
Q4 		$472K Buy
7,224
+500
+7% +$37.1K 0.05% 318
2018
Q3 		$555K Hold
6,724
– – 0.05% 308
2018
Q2 		$519K Hold
6,724
– – 0.05% 316
2018
Q1 		$508K Hold
6,724
– – 0.05% 324
2017
Q4 		$538K Hold
6,724
– – 0.06% 302
2017
Q3 		$509K Hold
6,724
– – 0.06% 279
2017
Q2 		$494K Hold
6,724
– – 0.06% 274
2017
Q1 		$503K Sell
6,724
-165
-2% -$12.5K 0.07% 257
2016
Q4 		$495K Hold
6,889
– – 0.08% 250
2016
Q3 		$452K Sell
6,889
-525
-7% -$34.1K 0.08% 237
2016
Q2 		$470K Sell
7,414
-2,355
-24% -$149K 0.09% 214
2016
Q1 		$593K Buy
9,769
+675
+7% +$37K 0.12% 173
2015
Q4 		$513K Buy
9,094
+900
+11% +$51.8K 0.11% 184
2015
Q3 		$447K Sell
8,194
-1,855
-18% -$102K 0.1% 199
2015
Q2 		$596K Buy
10,049
+620
+7% +$38.9K 0.12% 182
2015
Q1 		$565K Buy
9,429
+2,470
+35% +$153K 0.12% 178
2014
Q4 		$492K Buy
6,959
+810
+13% +$58K 0.11% 176
2014
Q3 		$453K Buy
6,149
+1,000
+19% +$75.2K 0.11% 182
2014
Q2 		$379K Hold
5,149
– – 0.1% 204
2014
Q1 		$345K Hold
5,149
– – 0.09% 195
2013
Q4 		$343K Sell
5,149
-700
-12% -$47.6K 0.12% 183
2013
Q3 		$391K Sell
5,849
-50
-0.8% -$3.14K 0.14% 161
2013
Q2 		$342K Buy
+5,899
New +$357K 0.14% 153

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Benjamin F. Edwards & Company's BMO Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its Bank of Montreal (BMO) stake by 0.22% in Q2 2024, selling an estimated $908 and leaving 4,572 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #748.

Benjamin F. Edwards & Company first reported a position in BMO in Q2 2013 and has held it in 45 quarters since. The position peaked at $596K in Q2 2015. 477 funds tracked by Wall St. Rank hold BMO as of Q2 2024.

  • Benjamin F. Edwards & Company held 4,572 shares of Bank of Montreal worth $383K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 10 Bank of Montreal shares in Q2 2024, an estimated $908.
  • Bank of Montreal made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #748 holding.
  • Benjamin F. Edwards & Company first reported a position in Bank of Montreal in Q2 2013 and has held it in 45 quarters since.
  • Benjamin F. Edwards & Company's Bank of Montreal position peaked at $596K in Q2 2015.
  • 477 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.