Carroll Financial Associates’s Bank of Montreal BMO Stock Holding History

Carroll Financial Associates’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 Q4	$1K	Buy	+12	New	+$1.29K	﹤0.01%	1531
2020 Q3	–	Sell	-105	Closed	-$5K	–	1500
2020 Q2	$5K	Hold	105	–	–	﹤0.01%	1181
2020 Q1	$5K	Hold	105	–	–	﹤0.01%	1112
2019 Q4	$8K	Buy	+105	New	+$7.9K	﹤0.01%	1121
2015 Q1	–	Sell	-100	Closed	-$6K	–	820
2014 Q4	$6K	Hold	100	–	–	﹤0.01%	542
2014 Q3	$7K	Sell	100 -335	-77%	-$25.2K	﹤0.01%	609
2014 Q2	$32K	Buy	435 +335	+335%	+$23.4K	0.01%	383
2014 Q1	$7K	Buy	+100	New	+$6.5K	﹤0.01%	592

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

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

Norges Bank Oslo, Norway $1T AUM

Carroll Financial Associates's BMO Position: Q4 2021 in Review

Carroll Financial Associates opened a new position in Bank of Montreal (BMO) in Q4 2021: 12 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1531 among its holdings. This is a return to the name: Carroll Financial Associates previously reported a position in BMO as recently as Q2 2020.

Carroll Financial Associates first reported a position in BMO in Q1 2014 and has held it in 8 quarters since. The position peaked at $32K in Q2 2014. 488 funds tracked by Wall St. Rank hold BMO as of Q4 2021.

Carroll Financial Associates held 12 shares of Bank of Montreal worth $1K as of Q4 2021.
Bank of Montreal was a new Carroll Financial Associates position in Q4 2021.
Bank of Montreal made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1531 holding.
Carroll Financial Associates first reported a position in Bank of Montreal in Q1 2014 and has held it in 8 quarters since.
Carroll Financial Associates's Bank of Montreal position peaked at $32K in Q2 2014.
488 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.