Contravisory Investment Management’s Bank of Montreal BMO Stock Holding History

Contravisory Investment Management’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
2023 Q1	–	Sell	-953	Closed	-$86.3K	–	327
2022 Q4	$86.3K	Sell	953 -3	-0.3%	-$278	0.02%	226
2022 Q3	$84K	Hold	956	–	–	0.03%	218
2022 Q2	$92K	Sell	956 -12	-1%	-$1.27K	0.03%	219
2022 Q1	$114K	Hold	968	–	–	0.03%	214
2021 Q4	$104K	Buy	+968	New	+$104K	0.03%	214
2015 Q2	–	Sell	-255	Closed	-$15K	–	174
2015 Q1	$15K	Buy	+255	New	+$15.8K	﹤0.01%	110

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Contravisory Investment Management's BMO Position: Q1 2023 in Review

Contravisory Investment Management sold out of Bank of Montreal (BMO) in Q1 2023, closing a stake of 953 shares — an estimated $86.3K sold.

Contravisory Investment Management first reported a position in BMO in Q1 2015 and held it in 6 quarters. The position peaked at $114K in Q1 2022. 470 funds tracked by Wall St. Rank hold BMO as of Q1 2023.

Contravisory Investment Management reported no remaining Bank of Montreal position as of Q1 2023 after selling out during the quarter.
Contravisory Investment Management sold 953 Bank of Montreal shares in Q1 2023, an estimated $86.3K.
Contravisory Investment Management first reported a position in Bank of Montreal in Q1 2015 and held it in 6 quarters.
Contravisory Investment Management's Bank of Montreal position peaked at $114K in Q1 2022.
470 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2023.

Based on Contravisory Investment Management's 13F filing for Q1 2023, filed 12 Apr 2023.