Certified Advisory Corp’s Bank of Montreal BMO Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-733	Closed	-$65K	–	260
2021 Q1	$65K	Buy	+733	New	+$59.8K	0.02%	312
2020 Q2	$38K	Buy	723 +4	+0.6%	+$204	0.01%	341
2020 Q1	$36K	Buy	719 +3	+0.4%	+$203	0.01%	325
2019 Q4	$55K	Buy	716 +3	+0.4%	+$226	0.02%	303
2019 Q3	$53K	Buy	713 +3	+0.4%	+$219	0.02%	311
2019 Q2	$54K	Buy	710 +3	+0.4%	+$229	0.02%	302
2019 Q1	$53K	Buy	707 +2	+0.3%	+$148	0.02%	288
2018 Q4	$46K	Buy	705 +3	+0.4%	+$222	0.02%	287
2018 Q3	$58K	Buy	702 +2	+0.3%	+$161	0.03%	276
2018 Q2	$54K	Hold	700	–	–	0.03%	271
2018 Q1	$52K	Hold	700	–	–	0.03%	261
2017 Q4	$56K	Buy	+700	New	+$54.6K	0.04%	217

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Certified Advisory Corp's BMO Position: Q2 2021 in Review

Certified Advisory Corp sold out of Bank of Montreal (BMO) in Q2 2021, closing a stake of 733 shares — an estimated $65K sold.

Certified Advisory Corp first reported a position in BMO in Q4 2017 and held it in 12 quarters. The position peaked at $65K in Q1 2021. 441 funds tracked by Wall St. Rank hold BMO as of Q2 2021.

Certified Advisory Corp reported no remaining Bank of Montreal position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 733 Bank of Montreal shares in Q2 2021, an estimated $65K.
Certified Advisory Corp first reported a position in Bank of Montreal in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Bank of Montreal position peaked at $65K in Q1 2021.
441 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.