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Dorchester Wealth Management’s Bank of Montreal BMO Stock Holding History

Dorchester Wealth 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
2024
Q4 		$17.7M Buy
183,463
+788
+0.4% +$74.5K 3.52% 2
2024
Q3 		$16.4M Buy
182,675
+6,343
+4% +$541K 2.99% 4
2024
Q2 		$14.7M Sell
176,332
-7,340
-4% -$666K 2.84% 5
2024
Q1 		$17.8M Sell
183,672
-3,078
-2% -$291K 3.21% 4
2023
Q4 		$18.4M Buy
186,750
+3,489
+2% +$291K 3.4% 4
2023
Q3 		$15.4M Sell
183,261
-4,598
-2% -$404K 3.12% 4
2023
Q2 		$16.9M Sell
187,859
-4,161
-2% -$368K 3.43% 4
2023
Q1 		$17M Buy
192,020
+76,632
+66% +$7.27M 3.49% 4
2022
Q4 		$10.3M Sell
115,388
-71,343
-38% -$6.6M 2.45% 9
2022
Q3 		$16.3M Sell
186,731
-870
-0.5% -$84.1K 3.61% 4
2022
Q2 		$18M Buy
187,601
+11,646
+7% +$1.24M 3.59% 5
2022
Q1 		$20.8M Sell
175,955
-4,542
-3% -$527K 3.32% 4
2021
Q4 		$19.4M Sell
180,497
-867
-0.5% -$93.4K 3.85% 5
2021
Q3 		$18M Sell
181,364
-9,420
-5% -$948K 4.43% 3
2021
Q2 		$19.6M Sell
190,784
-4,583
-2% -$452K 4.48% 4
2021
Q1 		$17.4M Sell
195,367
-3,529
-2% -$288K 4.32% 4
2020
Q4 		$15.1M Sell
198,896
-984
-0.5% -$67.3K 4% 4
2020
Q3 		$11.7M Buy
199,880
+710
+0.4% +$41.1K 3.61% 4
2020
Q2 		$10.6M Buy
199,170
+11,175
+6% +$570K 3.35% 5
2020
Q1 		$9.42M Buy
187,995
+6,315
+3% +$428K 3.49% 6
2019
Q4 		$14.1M Buy
181,680
+255
+0.1% +$19.2K 3.92% 5
2019
Q3 		$13.4M Buy
181,425
+10,443
+6% +$761K 3.93% 4
2019
Q2 		$12.9M Sell
170,982
-4,208
-2% -$322K 3.83% 4
2019
Q1 		$13.1M Sell
175,190
-2,306
-1% -$171K 4% 4
2018
Q4 		$11.6M Buy
177,496
+12,977
+8% +$962K 4.04% 4
2018
Q3 		$13.5M Buy
164,519
+4,958
+3% +$399K 4.21% 4
2018
Q2 		$12.3M Sell
159,561
-266
-0.2% -$20.5K 4.05% 5
2018
Q1 		$12.1M Sell
159,827
-4,101
-3% -$323K 4.06% 4
2017
Q4 		$13.1M Sell
163,928
-5,827
-3% -$454K 4.15% 4
2017
Q3 		$12.5M Buy
169,755
+6,576
+4% +$490K 4.03% 4
2017
Q2 		$12M Buy
163,179
+11,892
+8% +$842K 4.13% 4
2017
Q1 		$11.3M Sell
151,287
-5,319
-3% -$402K 3.93% 4
2016
Q4 		$11.3M Sell
156,606
-1,651
-1% -$110K 4.1% 5
2016
Q3 		$10.4M Sell
158,257
-7,791
-5% -$506K 3.86% 5
2016
Q2 		$10.5M Buy
166,048
+2,499
+2% +$158K 3.91% 5
2016
Q1 		$9.93M Sell
163,549
-3,885
-2% -$213K 3.76% 5
2015
Q4 		$9.45M Sell
167,434
-1,336
-0.8% -$76.8K 3.92% 5
2015
Q3 		$9.22M Buy
168,770
+469
+0.3% +$25.8K 3.4% 5
2015
Q2 		$9.98M Buy
+168,301
New +$10.6M 3.29% 6

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
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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Dorchester Wealth Management's BMO Position: Q4 2024 in Review

Dorchester Wealth Management increased its Bank of Montreal (BMO) stake by 0.43% in Q4 2024, buying an estimated $74.5K and bringing the position to 183,463 shares worth $17.7M. The position accounts for 3.52% of the portfolio, ranked #2.

Dorchester Wealth Management first reported a position in BMO in Q2 2015 and has held it in 39 quarters since. The position peaked at $20.8M in Q1 2022. 536 funds tracked by Wall St. Rank hold BMO as of Q4 2024.

  • Dorchester Wealth Management held 183,463 shares of Bank of Montreal worth $17.7M as of Q4 2024.
  • Dorchester Wealth Management bought 788 Bank of Montreal shares in Q4 2024, an estimated $74.5K.
  • Bank of Montreal made up 3.52% of Dorchester Wealth Management's portfolio in Q4 2024, its #2 holding.
  • Dorchester Wealth Management first reported a position in Bank of Montreal in Q2 2015 and has held it in 39 quarters since.
  • Dorchester Wealth Management's Bank of Montreal position peaked at $20.8M in Q1 2022.
  • 536 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.