Cetera Advisor Networks’s Bank of Montreal BMO Stock Holding History

Cetera Advisor Networks’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 Q1	$1.01M	Buy	10,308 +4	+0%	+$378	0.01%	1469
2023 Q4	$1.02M	Sell	10,304 -425	-4%	-$35.5K	0.01%	1361
2023 Q3	$905K	Buy	10,729 +33	+0.3%	+$2.9K	0.01%	1344
2023 Q2	$966K	Sell	10,696 -742	-6%	-$65.6K	0.01%	1285
2023 Q1	$1.02M	Buy	11,438 +308	+3%	+$29.2K	0.01%	1224
2022 Q4	$1.01M	Buy	11,130 +15	+0.1%	+$1.39K	0.01%	1189
2022 Q3	$974K	Buy	11,115 +1,071	+11%	+$104K	0.01%	886
2022 Q2	$966K	Buy	10,044 +1,125	+13%	+$120K	0.01%	901
2022 Q1	$1.05M	Buy	8,919 +1,976	+28%	+$229K	0.01%	885
2021 Q4	$748K	Sell	6,943 -115	-2%	-$12.4K	0.01%	1036
2021 Q3	$704K	Buy	7,058 +1,143	+19%	+$115K	0.01%	1013
2021 Q2	$607K	Buy	+5,915	New	+$584K	0.01%	1079
2020 Q3	–	Sell	-1,529	Closed	-$81K	–	1424
2020 Q2	$81K	Buy	+1,529	New	+$78K	﹤0.01%	1634
2018 Q4	–	Sell	-2,644	Closed	-$220K	–	1041
2018 Q3	$220K	Buy	+2,644	New	+$213K	0.01%	1004
2016 Q4	–	Sell	-3,562	Closed	-$234K	–	880
2016 Q3	$234K	Buy	+3,562	New	+$231K	0.01%	872
2015 Q1	–	Sell	-3,116	Closed	-$219K	–	848
2014 Q4	$219K	Sell	3,116 -105	-3%	-$7.51K	0.02%	726
2014 Q3	$233K	Buy	+3,221	New	+$242K	0.02%	695

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Cetera Advisor Networks's BMO Position: Q1 2024 in Review

Cetera Advisor Networks increased its Bank of Montreal (BMO) stake by 0.04% in Q1 2024, buying an estimated $378 and bringing the position to 10,308 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #1469.

Cetera Advisor Networks first reported a position in BMO in Q3 2014 and has held it in 17 quarters since. The position peaked at $1.05M in Q1 2022. 492 funds tracked by Wall St. Rank hold BMO as of Q1 2024.

Cetera Advisor Networks held 10,308 shares of Bank of Montreal worth $1.01M as of Q1 2024.
Cetera Advisor Networks bought 4 Bank of Montreal shares in Q1 2024, an estimated $378.
Bank of Montreal made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1469 holding.
Cetera Advisor Networks first reported a position in Bank of Montreal in Q3 2014 and has held it in 17 quarters since.
Cetera Advisor Networks's Bank of Montreal position peaked at $1.05M in Q1 2022.
492 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.