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Duality Advisers’s Bank of Montreal BMO Stock Holding History

Duality Advisers’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
-11,999
Closed -$1.19M – 599
2023
Q4 		$1.19M Buy
+11,999
New +$1M 0.13% 278
2023
Q3 		– Sell
-6,659
Closed -$601K – 561
2023
Q2 		$601K Buy
+6,659
New +$589K 0.08% 363
2023
Q1 		– Sell
-17,864
Closed -$1.62M – 566
2022
Q4 		$1.62M Buy
17,864
+12,174
+214% +$1.13M 0.18% 201
2022
Q3 		$499K Buy
+5,690
New +$550K 0.05% 418

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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Duality Advisers's BMO Position: Q1 2024 in Review

Duality Advisers sold out of Bank of Montreal (BMO) in Q1 2024, closing a stake of 11,999 shares — an estimated $1.19M sold.

Duality Advisers first reported a position in BMO in Q3 2022 and held it in 4 quarters. The position peaked at $1.62M in Q4 2022. 493 funds tracked by Wall St. Rank hold BMO as of Q1 2024.

  • Duality Advisers reported no remaining Bank of Montreal position as of Q1 2024 after selling out during the quarter.
  • Duality Advisers sold 11,999 Bank of Montreal shares in Q1 2024, an estimated $1.19M.
  • Duality Advisers first reported a position in Bank of Montreal in Q3 2022 and held it in 4 quarters.
  • Duality Advisers's Bank of Montreal position peaked at $1.62M in Q4 2022.
  • 493 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2024.

Based on Duality Advisers's 13F filing for Q1 2024, filed 6 May 2024.