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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 Sell
100
-10,672
-99% -$1.24M 0.01% 487
2021
Q4 		$100 Buy
+10,772
New +$1.16M ﹤0.01% 792
2021
Q2 		$10K Buy
+100
New +$9.87K ﹤0.01% 683

Other funds holding BMO

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM