Castleview Partners’s Bank of Montreal BMO Stock Holding History

Castleview 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
2024 Q2	–	Sell	-100	Closed	-$9.77K	–	928
2024 Q1	$9.77K	Hold	100	–	–	0.01%	541
2023 Q4	$9.89K	Hold	100	–	–	0.01%	515
2023 Q3	$8.44K	Hold	100	–	–	0.01%	437
2023 Q2	$9.03K	Hold	100	–	–	0.01%	447
2023 Q1	$8.91K	Buy	+100	New	+$9.49K	0.01%	436
2022 Q4	–	Sell	-100	Closed	-$9K	–	662
2022 Q3	$9K	Sell	100 -39,121	-100%	-$3.78M	0.01%	388
2022 Q2	$905K	Buy	39,221 +39,121	+39,121%	+$4.16M	0.72%	24
2022 Q1	$11K	Buy	+100	New	+$11.6K	0.01%	487
2021 Q2	$10K	Buy	+100	New	+$9.87K	﹤0.01%	683

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

Castleview Partners's BMO Position: Q2 2024 in Review

Castleview Partners sold out of Bank of Montreal (BMO) in Q2 2024, closing a stake of 100 shares — an estimated $9.77K sold.

Castleview Partners first reported a position in BMO in Q2 2021 and held it in 9 quarters. The position peaked at $905K in Q2 2022. 477 funds tracked by Wall St. Rank hold BMO as of Q2 2024.

Castleview Partners reported no remaining Bank of Montreal position as of Q2 2024 after selling out during the quarter.
Castleview Partners sold 100 Bank of Montreal shares in Q2 2024, an estimated $9.77K.
Castleview Partners first reported a position in Bank of Montreal in Q2 2021 and held it in 9 quarters.
Castleview Partners's Bank of Montreal position peaked at $905K in Q2 2022.
477 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2024.

Based on Castleview Partners's 13F filing for Q2 2024, filed 31 Jul 2024.