Farmers & Merchants Trust Co of Chambersburg PA’s Bank of Montreal BMO Stock Holding History

Farmers & Merchants Trust Co of Chambersburg PA’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 Q2	–	Sell	-117	Closed	-$11K	–	392
2024 Q1	$11K	Hold	117	–	–	﹤0.01%	292
2023 Q4	$12K	Hold	117	–	–	0.01%	314
2023 Q3	$10K	Hold	117	–	–	0.01%	291
2023 Q2	$11K	Hold	117	–	–	0.01%	282
2023 Q1	$10K	Hold	117	–	–	0.01%	274
2022 Q4	$11K	Buy	+117	New	+$10.8K	0.01%	265

Other funds holding BMO

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

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

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Farmers & Merchants Trust Co of Chambersburg PA's BMO Position: Q2 2024 in Review

Farmers & Merchants Trust Co of Chambersburg PA sold out of Bank of Montreal (BMO) in Q2 2024, closing a stake of 117 shares — an estimated $11K sold.

Farmers & Merchants Trust Co of Chambersburg PA first reported a position in BMO in Q4 2022 and held it in 6 quarters. The position peaked at $12K in Q4 2023. 477 funds tracked by Wall St. Rank hold BMO as of Q2 2024.

Farmers & Merchants Trust Co of Chambersburg PA reported no remaining Bank of Montreal position as of Q2 2024 after selling out during the quarter.
Farmers & Merchants Trust Co of Chambersburg PA sold 117 Bank of Montreal shares in Q2 2024, an estimated $11K.
Farmers & Merchants Trust Co of Chambersburg PA first reported a position in Bank of Montreal in Q4 2022 and held it in 6 quarters.
Farmers & Merchants Trust Co of Chambersburg PA's Bank of Montreal position peaked at $12K in Q4 2023.
477 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2024.

Based on Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q2 2024, filed 23 Jul 2024.