CW
BMO icon

Connectus Wealth’s Bank of Montreal BMO Stock Holding History

Connectus Wealth’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
2022
Q2 		– Sell
-7,537
Closed -$814K – 425
2022
Q1 		$814K Sell
7,537
-609
-7% -$70.6K 0.03% 265
2021
Q4 		$880K Buy
+8,146
New +$878K 0.03% 227

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Connectus Wealth's BMO Position: Q2 2022 in Review

Connectus Wealth sold out of Bank of Montreal (BMO) in Q2 2022, closing a stake of 7,537 shares — an estimated $814K sold.

Connectus Wealth first reported a position in BMO in Q4 2021 and held it in 2 quarters. The position peaked at $880K in Q4 2021. 487 funds tracked by Wall St. Rank hold BMO as of Q2 2022.

  • Connectus Wealth reported no remaining Bank of Montreal position as of Q2 2022 after selling out during the quarter.
  • Connectus Wealth sold 7,537 Bank of Montreal shares in Q2 2022, an estimated $814K.
  • Connectus Wealth first reported a position in Bank of Montreal in Q4 2021 and held it in 2 quarters.
  • Connectus Wealth's Bank of Montreal position peaked at $880K in Q4 2021.
  • 487 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2022.

Based on Connectus Wealth's 13F filing for Q2 2022, filed 8 Aug 2022.