Evoke Wealth’s Bank of Montreal BMO Stock Holding History

Evoke Wealth’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 Q3	–	Sell	-21	Closed	-$2K	–	1178
2022 Q2	$2K	Hold	21	–	–	﹤0.01%	1024
2022 Q1	$2K	Hold	21	–	–	﹤0.01%	1025
2021 Q4	$2K	Buy	21 +1	+5%	+$108	﹤0.01%	1024
2021 Q3	$2K	Sell	20 -1	-5%	-$101	﹤0.01%	987
2021 Q2	$2K	Buy	21 +1	+5%	+$99	﹤0.01%	1030
2021 Q1	$2K	Hold	20	–	–	﹤0.01%	1003
2020 Q4	$2K	Hold	20	–	–	﹤0.01%	871
2020 Q3	$1K	Buy	20 +1	+5%	+$58	﹤0.01%	907
2020 Q2	$1K	Sell	19 -26	-58%	-$1.33K	﹤0.01%	948
2020 Q1	$2.25K	Hold	45	–	–	﹤0.01%	781
2019 Q4	$3.45K	Sell	45 -1	-2%	-$75	﹤0.01%	988
2019 Q3	$3.42K	Buy	+46	New	+$3.35K	﹤0.01%	1100

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Evoke Wealth's BMO Position: Q3 2022 in Review

Evoke Wealth sold out of Bank of Montreal (BMO) in Q3 2022, closing a stake of 21 shares — an estimated $2K sold.

Evoke Wealth first reported a position in BMO in Q3 2019 and held it in 12 quarters. The position peaked at $3.45K in Q4 2019. 457 funds tracked by Wall St. Rank hold BMO as of Q3 2022.

Evoke Wealth reported no remaining Bank of Montreal position as of Q3 2022 after selling out during the quarter.
Evoke Wealth sold 21 Bank of Montreal shares in Q3 2022, an estimated $2K.
Evoke Wealth first reported a position in Bank of Montreal in Q3 2019 and held it in 12 quarters.
Evoke Wealth's Bank of Montreal position peaked at $3.45K in Q4 2019.
457 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2022.

Based on Evoke Wealth's 13F filing for Q3 2022, filed 7 Nov 2022.