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Cetera Advisors’s Bank of Montreal BMO Stock Holding History

Cetera Advisors’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 		$612K Buy
6,261
+3,953
+171% +$373K ﹤0.01% 1474
2023
Q4 		$228K Buy
+2,308
New +$193K ﹤0.01% 1576

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Cetera Advisors's BMO Position: Q1 2024 in Review

Cetera Advisors increased its Bank of Montreal (BMO) stake by 171% in Q1 2024, buying an estimated $373K and bringing the position to 6,261 shares worth $612K. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

Cetera Advisors first reported a position in BMO in Q4 2023 and has held it in 2 quarters since. 492 funds tracked by Wall St. Rank hold BMO as of Q1 2024.

  • Cetera Advisors held 6,261 shares of Bank of Montreal worth $612K as of Q1 2024.
  • Cetera Advisors bought 3,953 Bank of Montreal shares in Q1 2024, an estimated $373K.
  • Bank of Montreal made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1474 holding.
  • Cetera Advisors first reported a position in Bank of Montreal in Q4 2023 and has held it in 2 quarters since.
  • 492 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2024.

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