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	–	1501
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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 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 $51.9B AUM 40.86% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM