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Fieldpoint Private Securities’s Bank of Montreal BMO Stock Holding History

Fieldpoint Private Securities’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
-122
Closed -$14K – 1499
2022
Q1 		$14K Hold
122
– – ﹤0.01% 963
2021
Q4 		$13K Hold
122
– – ﹤0.01% 1000
2021
Q3 		$12K Buy
+122
New +$12.3K ﹤0.01% 979

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Fieldpoint Private Securities's BMO Position: Q2 2022 in Review

Fieldpoint Private Securities sold out of Bank of Montreal (BMO) in Q2 2022, closing a stake of 122 shares — an estimated $14K sold.

Fieldpoint Private Securities first reported a position in BMO in Q3 2021 and held it in 3 quarters. The position peaked at $14K in Q1 2022. 487 funds tracked by Wall St. Rank hold BMO as of Q2 2022.

  • Fieldpoint Private Securities reported no remaining Bank of Montreal position as of Q2 2022 after selling out during the quarter.
  • Fieldpoint Private Securities sold 122 Bank of Montreal shares in Q2 2022, an estimated $14K.
  • Fieldpoint Private Securities first reported a position in Bank of Montreal in Q3 2021 and held it in 3 quarters.
  • Fieldpoint Private Securities's Bank of Montreal position peaked at $14K in Q1 2022.
  • 487 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.