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Cutler Group’s Bank of Montreal BMO Stock Holding History

Cutler Group’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 		– Sell
-309
Closed -$30K – 2364
2023
Q4 		$30K Buy
309
+136
+79% +$11.4K ﹤0.01% 1732
2023
Q3 		$14K Buy
173
+100
+137% +$8.79K ﹤0.01% 2264
2023
Q2 		$6K Buy
+73
New +$6.45K ﹤0.01% 2505
2023
Q1 		– Sell
-3,504
Closed -$332K – 3829
2022
Q4 		$317K Buy
3,504
+1,287
+58% +$119K 0.03% 596
2022
Q3 		$194K Buy
2,217
+340
+18% +$32.9K 0.01% 973
2022
Q2 		$180K Buy
+1,877
New +$199K 0.01% 1076
2022
Q1 		– Sell
-9,719
Closed -$1.13M – 5329
2021
Q4 		$1.05M Sell
9,719
-17,679
-65% -$1.91M 0.04% 442
2021
Q3 		$2.73M Buy
+27,398
New +$2.76M 0.12% 182
2021
Q1 		– Sell
-600
Closed -$48.9K – 5638
2020
Q4 		$45K Hold
600
– – ﹤0.01% 2087
2020
Q3 		$35K Sell
600
-3,886
-87% -$225K ﹤0.01% 2029
2020
Q2 		$237K Buy
+4,486
New +$229K 0.02% 780
2019
Q3 		– Sell
-2,637
Closed -$192K – 4085
2019
Q2 		$198K Buy
2,637
+1,749
+197% +$134K 0.02% 715
2019
Q1 		$66K Buy
+888
New +$65.7K 0.01% 1244
2017
Q3 		– Sell
-3,252
Closed -$243K – 5856
2017
Q2 		$238K Buy
3,252
+2,100
+182% +$149K 0.01% 1153
2017
Q1 		$86K Sell
1,152
-3,309
-74% -$250K ﹤0.01% 1872
2016
Q4 		$320K Sell
4,461
-1,081
-20% -$72.1K 0.01% 975
2016
Q3 		$363K Sell
5,542
-6,172
-53% -$401K 0.02% 781
2016
Q2 		$742K Sell
11,714
-386
-3% -$24.5K 0.04% 404
2016
Q1 		$734K Sell
12,100
-3,020
-20% -$165K 0.05% 363
2015
Q4 		$853K Buy
+15,120
New +$870K 0.05% 393

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Cutler Group's BMO Position: Q1 2024 in Review

Cutler Group sold out of Bank of Montreal (BMO) in Q1 2024, closing a stake of 309 shares — an estimated $30K sold.

Cutler Group first reported a position in BMO in Q4 2015 and held it in 20 quarters. The position peaked at $2.73M in Q3 2021. 493 funds tracked by Wall St. Rank hold BMO as of Q1 2024.

  • Cutler Group reported no remaining Bank of Montreal position as of Q1 2024 after selling out during the quarter.
  • Cutler Group sold 309 Bank of Montreal shares in Q1 2024, an estimated $30K.
  • Cutler Group first reported a position in Bank of Montreal in Q4 2015 and held it in 20 quarters.
  • Cutler Group's Bank of Montreal position peaked at $2.73M in Q3 2021.
  • 493 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.