Focus Financial Network’s Bank of Montreal BMO Stock Holding History

Focus Financial Network’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	–	Sell	-2,328	Closed	-$230K	–	641
2023 Q4	$230K	Buy	+2,328	New	+$194K	0.01%	644
2022 Q4	–	Sell	-3,054	Closed	-$268K	–	475
2022 Q3	$268K	Buy	3,054 +50	+2%	+$4.83K	0.02%	386
2022 Q2	$289K	Buy	3,004 +439	+17%	+$46.6K	0.02%	392
2022 Q1	$303K	Buy	2,565 +206	+9%	+$23.9K	0.02%	401
2021 Q4	$254K	Sell	2,359 -4,444	-65%	-$479K	0.04%	310
2021 Q3	$678K	Sell	6,803 -13	-0.2%	-$1.31K	0.09%	204
2021 Q2	$699K	Sell	6,816 -12	-0.2%	-$1.18K	0.09%	202
2021 Q1	$609K	Buy	6,828 +2,328	+52%	+$190K	0.07%	219
2020 Q4	$342K	Hold	4,500	–	–	0.03%	327
2020 Q3	$263K	Sell	4,500 -271	-6%	-$15.7K	0.02%	367
2020 Q2	$253K	Buy	4,771 +100	+2%	+$5.1K	0.03%	334
2020 Q1	$235K	Hold	4,671	–	–	0.03%	312
2019 Q4	$362K	Hold	4,671	–	–	0.04%	278
2019 Q3	$344K	Hold	4,671	–	–	0.05%	269
2019 Q2	$352K	Hold	4,671	–	–	0.05%	261
2019 Q1	$349K	Buy	+4,671	New	+$345K	0.06%	249

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

Focus Financial Network's BMO Position: Q1 2024 in Review

Focus Financial Network sold out of Bank of Montreal (BMO) in Q1 2024, closing a stake of 2,328 shares — an estimated $230K sold.

Focus Financial Network first reported a position in BMO in Q1 2019 and held it in 16 quarters. The position peaked at $699K in Q2 2021. 493 funds tracked by Wall St. Rank hold BMO as of Q1 2024.

Focus Financial Network reported no remaining Bank of Montreal position as of Q1 2024 after selling out during the quarter.
Focus Financial Network sold 2,328 Bank of Montreal shares in Q1 2024, an estimated $230K.
Focus Financial Network first reported a position in Bank of Montreal in Q1 2019 and held it in 16 quarters.
Focus Financial Network's Bank of Montreal position peaked at $699K in Q2 2021.
493 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2024.

Based on Focus Financial Network's 13F filing for Q1 2024, filed 24 Apr 2024.