CFM Wealth Partners’s Bank of Montreal BMO Stock Holding History

CFM Wealth 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
2020 Q3	–	Sell	-465	Closed	-$24K	–	193
2020 Q2	$24K	Hold	465	–	–	0.01%	346
2020 Q1	$23K	Buy	+465	New	+$31.5K	0.01%	349

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

CFM Wealth Partners's BMO Position: Q3 2020 in Review

CFM Wealth Partners sold out of Bank of Montreal (BMO) in Q3 2020, closing a stake of 465 shares — an estimated $24K sold.

CFM Wealth Partners first reported a position in BMO in Q1 2020 and held it in 2 quarters. The position peaked at $24K in Q2 2020. 357 funds tracked by Wall St. Rank hold BMO as of Q3 2020.

CFM Wealth Partners reported no remaining Bank of Montreal position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 465 Bank of Montreal shares in Q3 2020, an estimated $24K.
CFM Wealth Partners first reported a position in Bank of Montreal in Q1 2020 and held it in 2 quarters.
CFM Wealth Partners's Bank of Montreal position peaked at $24K in Q2 2020.
357 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.