Cowen Prime Advisors’s Bank of Montreal BMO Stock Holding History

Cowen Prime 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
2023 Q2	$68K	Hold	753	–	–	0.02%	122
2023 Q1	$68K	Hold	753	–	–	0.03%	120
2022 Q4	$68K	Hold	753	–	–	0.03%	116
2022 Q3	$66K	Hold	753	–	–	0.04%	97
2022 Q2	$72K	Hold	753	–	–	0.04%	100
2022 Q1	$89K	Hold	753	–	–	0.04%	103
2021 Q4	$81K	Hold	753	–	–	0.03%	110
2021 Q3	$75K	Hold	753	–	–	0.03%	109
2021 Q2	$77K	Hold	753	–	–	0.03%	104
2021 Q1	$67K	Hold	753	–	–	0.03%	110
2020 Q4	$57K	Hold	753	–	–	0.03%	110
2020 Q3	$44K	Hold	753	–	–	0.02%	123
2020 Q2	$72K	Hold	753	–	–	0.04%	100
2020 Q1	$38K	Buy	+753	New	+$51K	0.02%	121
2019 Q1	–	Sell	-753	Closed	-$49K	–	181
2018 Q4	$49K	Hold	753	–	–	0.03%	119
2018 Q3	$62K	Hold	753	–	–	0.03%	136
2018 Q2	$58K	Hold	753	–	–	0.03%	136
2018 Q1	$57K	Hold	753	–	–	0.03%	135
2017 Q4	$60K	Hold	753	–	–	0.03%	136
2017 Q3	$57K	Hold	753	–	–	0.03%	127
2017 Q2	$55K	Hold	753	–	–	0.03%	130
2017 Q1	$56K	Hold	753	–	–	0.03%	132
2016 Q4	$54K	Hold	753	–	–	0.03%	130
2016 Q3	$49K	Hold	753	–	–	0.02%	166
2016 Q2	$48K	Hold	753	–	–	0.02%	147
2016 Q1	$46K	Hold	753	–	–	0.02%	148
2015 Q4	$42K	Hold	753	–	–	0.02%	150
2015 Q3	$41K	Hold	753	–	–	0.02%	162
2015 Q2	$45K	Hold	753	–	–	0.02%	164
2015 Q1	$45K	Hold	753	–	–	0.02%	187
2014 Q4	$53K	Hold	753	–	–	0.02%	192
2014 Q3	$55K	Buy	+753	New	+$56.6K	0.02%	179
2014 Q2	–	Sell	-753	Closed	-$50K	–	271
2014 Q1	$50K	Hold	753	–	–	0.02%	172
2013 Q4	$50K	Hold	753	–	–	0.02%	177
2013 Q3	$50K	Hold	753	–	–	0.02%	185
2013 Q2	$44K	Buy	+753	New	+$45.6K	0.02%	183

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

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

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

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

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

Cowen Prime Advisors's BMO Position: Q2 2023 in Review

Cowen Prime Advisors held its Bank of Montreal (BMO) position steady in Q2 2023 at 753 shares worth $68K. The position accounts for 0.02% of the portfolio, ranked #122.

Cowen Prime Advisors first reported a position in BMO in Q2 2013 and has held it in 36 quarters since. The position peaked at $89K in Q1 2022. 470 funds tracked by Wall St. Rank hold BMO as of Q2 2023.

Cowen Prime Advisors held 753 shares of Bank of Montreal worth $68K as of Q2 2023.
Cowen Prime Advisors left its Bank of Montreal share count unchanged in Q2 2023.
Bank of Montreal made up 0.02% of Cowen Prime Advisors's portfolio in Q2 2023, its #122 holding.
Cowen Prime Advisors first reported a position in Bank of Montreal in Q2 2013 and has held it in 36 quarters since.
Cowen Prime Advisors's Bank of Montreal position peaked at $89K in Q1 2022.
470 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2023.

Based on Cowen Prime Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.