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

BKM 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
2024 Q2	–	Sell	-892	Closed	-$87.1K	–	146
2024 Q1	$87.1K	Sell	892 -50	-5%	-$4.72K	0.04%	184
2023 Q4	$93.2K	Buy	+942	New	+$78.6K	0.04%	207

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BKM Wealth Management's BMO Position: Q2 2024 in Review

BKM Wealth Management sold out of Bank of Montreal (BMO) in Q2 2024, closing a stake of 892 shares — an estimated $87.1K sold.

BKM Wealth Management first reported a position in BMO in Q4 2023 and held it in 2 quarters. The position peaked at $93.2K in Q4 2023. 477 funds tracked by Wall St. Rank hold BMO as of Q2 2024.

BKM Wealth Management reported no remaining Bank of Montreal position as of Q2 2024 after selling out during the quarter.
BKM Wealth Management sold 892 Bank of Montreal shares in Q2 2024, an estimated $87.1K.
BKM Wealth Management first reported a position in Bank of Montreal in Q4 2023 and held it in 2 quarters.
BKM Wealth Management's Bank of Montreal position peaked at $93.2K in Q4 2023.
477 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2024.

Based on BKM Wealth Management's 13F filing for Q2 2024, filed 24 Jul 2024.