Buckingham Strategic Wealth’s Bank of Montreal BMO Stock Holding History

Buckingham Strategic Wealth’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 Q3	–	Sell	-2,076	Closed	-$200K	–	616
2022 Q2	$200K	Sell	2,076 -18	-0.9%	-$1.91K	﹤0.01%	561
2022 Q1	$247K	Buy	+2,094	New	+$243K	﹤0.01%	519
2021 Q4	–	Sell	-3,674	Closed	-$366K	–	603
2021 Q3	$366K	Buy	3,674 +63	+2%	+$6.34K	0.01%	419
2021 Q2	$370K	Hold	3,611	–	–	0.01%	422
2021 Q1	$322K	Hold	3,611	–	–	0.02%	418
2020 Q4	$275K	Sell	3,611 -263	-7%	-$18K	0.01%	435
2020 Q3	$226K	Buy	+3,874	New	+$224K	0.02%	433
2020 Q1	–	Sell	-2,724	Closed	-$211K	–	466
2019 Q4	$211K	Buy	+2,724	New	+$205K	0.02%	429
2019 Q3	–	Sell	-2,724	Closed	-$206K	–	434
2019 Q2	$206K	Buy	+2,724	New	+$208K	0.02%	415

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Buckingham Strategic Wealth's BMO Position: Q3 2022 in Review

Buckingham Strategic Wealth sold out of Bank of Montreal (BMO) in Q3 2022, closing a stake of 2,076 shares — an estimated $200K sold.

Buckingham Strategic Wealth first reported a position in BMO in Q2 2019 and held it in 9 quarters. The position peaked at $370K in Q2 2021. 457 funds tracked by Wall St. Rank hold BMO as of Q3 2022.

Buckingham Strategic Wealth reported no remaining Bank of Montreal position as of Q3 2022 after selling out during the quarter.
Buckingham Strategic Wealth sold 2,076 Bank of Montreal shares in Q3 2022, an estimated $200K.
Buckingham Strategic Wealth first reported a position in Bank of Montreal in Q2 2019 and held it in 9 quarters.
Buckingham Strategic Wealth's Bank of Montreal position peaked at $370K in Q2 2021.
457 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2022, filed 7 Nov 2022.