Financial Gravity Asset Management’s Bank of Montreal BMO Stock Holding History

Financial Gravity Asset Management’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	–	Hold	0	–	–	–	1085
2023 Q4	–	Hold	0	–	–	–	1140
2021 Q3	–	Hold	0	–	–	–	353
2021 Q2	–	Hold	0	–	–	–	339
2019 Q4	$83K	Sell	86 -74	-46%	-$5.57K	0.06%	406
2019 Q3	$12K	Sell	160 -131	-45%	-$9.54K	0.01%	565
2019 Q2	$22K	Sell	291 -36	-11%	-$2.75K	0.02%	464
2019 Q1	$25K	Buy	+327	New	+$24.2K	0.02%	404

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $62.3B AUM 44.64% 1-Year Est. Return

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

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Financial Gravity Asset Management's BMO Position: Q1 2024 in Review

Financial Gravity Asset Management held its Bank of Montreal (BMO) position steady in Q1 2024 at 0 shares worth $30. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

Financial Gravity Asset Management first reported a position in BMO in Q1 2019 and has held it in 4 quarters since. The position peaked at $83K in Q4 2019. 493 funds tracked by Wall St. Rank hold BMO as of Q1 2024.

Financial Gravity Asset Management held 0 shares of Bank of Montreal worth $30 as of Q1 2024.
Financial Gravity Asset Management left its Bank of Montreal share count unchanged in Q1 2024.
Bank of Montreal made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2024, its #1085 holding.
Financial Gravity Asset Management first reported a position in Bank of Montreal in Q1 2019 and has held it in 4 quarters since.
Financial Gravity Asset Management's Bank of Montreal position peaked at $83K in Q4 2019.
493 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.