Doliver Advisors’s Bank of Montreal BMO Stock Holding History

Doliver 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
2025 Q1	–	Sell	-2,597	Closed	-$252K	–	164
2024 Q4	$252K	Sell	2,597 -44	-2%	-$4.16K	0.07%	141
2024 Q3	$238K	Sell	2,641 -147	-5%	-$12.5K	0.07%	139
2024 Q2	$234K	Sell	2,788 -220	-7%	-$20K	0.07%	139
2024 Q1	$294K	Sell	3,008 -323	-10%	-$30.5K	0.08%	126
2023 Q4	$330K	Sell	3,331 -27	-0.8%	-$2.25K	0.1%	117
2023 Q3	$283K	Sell	3,358 -186	-5%	-$16.3K	0.09%	122
2023 Q2	$320K	Sell	3,544 -16	-0.4%	-$1.41K	0.1%	132
2023 Q1	$317K	Sell	3,560 -94	-3%	-$8.92K	0.1%	126
2022 Q4	$331K	Buy	+3,654	New	+$338K	0.11%	110
2022 Q3	–	Sell	-2,124	Closed	-$204K	–	151
2022 Q2	$204K	Sell	2,124 -414	-16%	-$44K	0.07%	148
2022 Q1	$299K	Sell	2,538 -112	-4%	-$13K	0.09%	133
2021 Q4	$308K	Sell	2,650 -507	-16%	-$54.6K	0.1%	127
2021 Q3	$315K	Buy	+3,157	New	+$318K	0.11%	132

Other funds holding BMO

Royal Bank of Canada

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

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

Bank of Montreal

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

TD Asset Management

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

CIBC World Market

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

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Mackenzie Financial

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

Bank of Nova Scotia

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

Toronto Dominion Bank

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