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BSW Wealth Partners’s Bank of Montreal BMO Stock Holding History

BSW Wealth Partners’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
2021
Q2 		– Sell
-2,558
Closed -$228K – 241
2021
Q1 		$228K Buy
+2,558
New +$209K 0.07% 190

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

BSW Wealth Partners's BMO Position: Q2 2021 in Review

BSW Wealth Partners sold out of Bank of Montreal (BMO) in Q2 2021, closing a stake of 2,558 shares — an estimated $228K sold.

BSW Wealth Partners first reported a position in BMO in Q1 2021 and held it in 1 quarter. The position peaked at $228K in Q1 2021. 439 funds tracked by Wall St. Rank hold BMO as of Q2 2021.

  • BSW Wealth Partners reported no remaining Bank of Montreal position as of Q2 2021 after selling out during the quarter.
  • BSW Wealth Partners sold 2,558 Bank of Montreal shares in Q2 2021, an estimated $228K.
  • BSW Wealth Partners first reported a position in Bank of Montreal in Q1 2021 and held it in 1 quarter.
  • BSW Wealth Partners's Bank of Montreal position peaked at $228K in Q1 2021.
  • 439 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2021.

Based on BSW Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.