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

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

CIBC World Market

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

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 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

Caisse de Depot et Placement du Quebec (CDPQ)

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM