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Edgestream Partners’s Bank of Montreal BMO Stock Holding History

Edgestream Partners’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
2022
Q2 		– Sell
-44,329
Closed -$5.23M – 514
2022
Q1 		$5.23M Buy
44,329
+3,153
+8% +$365K 0.42% 61
2021
Q4 		$4.43M Buy
41,176
+29,074
+240% +$3.13M 0.28% 110
2021
Q3 		$1.21M Buy
+12,102
New +$1.22M 0.07% 298

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Edgestream Partners's BMO Position: Q2 2022 in Review

Edgestream Partners sold out of Bank of Montreal (BMO) in Q2 2022, closing a stake of 44,329 shares — an estimated $5.23M sold.

Edgestream Partners first reported a position in BMO in Q3 2021 and held it in 3 quarters. The position peaked at $5.23M in Q1 2022. 487 funds tracked by Wall St. Rank hold BMO as of Q2 2022.

  • Edgestream Partners reported no remaining Bank of Montreal position as of Q2 2022 after selling out during the quarter.
  • Edgestream Partners sold 44,329 Bank of Montreal shares in Q2 2022, an estimated $5.23M.
  • Edgestream Partners first reported a position in Bank of Montreal in Q3 2021 and held it in 3 quarters.
  • Edgestream Partners's Bank of Montreal position peaked at $5.23M in Q1 2022.
  • 487 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2022.

Based on Edgestream Partners's 13F filing for Q2 2022, filed 12 Aug 2022.