Fisher Asset Management
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Fisher Asset Management’s Bank of Montreal BMO Stock Holding History

Fisher 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
2021
Q2 		– Sell
-2,723
Closed -$243K – 933
2021
Q1 		$243K Buy
+2,723
New +$222K ﹤0.01% 827

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Fisher Asset Management's BMO Position: Q2 2021 in Review

Fisher Asset Management sold out of Bank of Montreal (BMO) in Q2 2021, closing a stake of 2,723 shares — an estimated $243K sold.

Fisher Asset Management first reported a position in BMO in Q1 2021 and held it in 1 quarter. The position peaked at $243K in Q1 2021. 439 funds tracked by Wall St. Rank hold BMO as of Q2 2021.

  • Fisher Asset Management reported no remaining Bank of Montreal position as of Q2 2021 after selling out during the quarter.
  • Fisher Asset Management sold 2,723 Bank of Montreal shares in Q2 2021, an estimated $243K.
  • Fisher Asset Management first reported a position in Bank of Montreal in Q1 2021 and held it in 1 quarter.
  • Fisher Asset Management's Bank of Montreal position peaked at $243K in Q1 2021.
  • 439 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2021.

Based on Fisher Asset Management's 13F filing for Q2 2021, filed 27 Jul 2021.