BerganKDV Wealth Management’s Bank of Montreal BMO Stock Holding History

BerganKDV Wealth 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
2022 Q1	–	Sell	-75	Closed	-$8K	–	1001
2021 Q4	$8K	Buy	+75	New	+$8.08K	﹤0.01%	693
2020 Q2	–	Sell	-50	Closed	-$3K	–	967
2020 Q1	$3K	Hold	50	–	–	﹤0.01%	647
2019 Q4	$4K	Hold	50	–	–	﹤0.01%	644
2019 Q3	$4K	Hold	50	–	–	﹤0.01%	577
2019 Q2	$4K	Hold	50	–	–	﹤0.01%	599
2019 Q1	$4K	Hold	50	–	–	﹤0.01%	602
2018 Q4	$3K	Buy	+50	New	+$3.71K	﹤0.01%	585

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

BerganKDV Wealth Management's BMO Position: Q1 2022 in Review

BerganKDV Wealth Management sold out of Bank of Montreal (BMO) in Q1 2022, closing a stake of 75 shares — an estimated $8K sold.

BerganKDV Wealth Management first reported a position in BMO in Q4 2018 and held it in 7 quarters. The position peaked at $8K in Q4 2021. 508 funds tracked by Wall St. Rank hold BMO as of Q1 2022.

BerganKDV Wealth Management reported no remaining Bank of Montreal position as of Q1 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 75 Bank of Montreal shares in Q1 2022, an estimated $8K.
BerganKDV Wealth Management first reported a position in Bank of Montreal in Q4 2018 and held it in 7 quarters.
BerganKDV Wealth Management's Bank of Montreal position peaked at $8K in Q4 2021.
508 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2022.

Based on BerganKDV Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.