Focused Wealth Management’s Bank of Montreal BMO Stock Holding History

Focused Wealth 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	–	Sell	-150	Closed	-$14.8K	–	299
2023 Q4	$14.8K	Hold	150	–	–	﹤0.01%	481
2023 Q3	$12.7K	Hold	150	–	–	﹤0.01%	486
2023 Q2	$13.5K	Hold	150	–	–	﹤0.01%	494
2023 Q1	$13.4K	Hold	150	–	–	﹤0.01%	493
2022 Q4	$13.6K	Hold	150	–	–	﹤0.01%	482
2022 Q3	$13K	Hold	150	–	–	﹤0.01%	451
2022 Q2	$14K	Hold	150	–	–	﹤0.01%	453
2022 Q1	$18K	Hold	150	–	–	﹤0.01%	463
2021 Q4	$16K	Hold	150	–	–	﹤0.01%	513
2021 Q3	$15K	Hold	150	–	–	﹤0.01%	547
2021 Q2	$15K	Hold	150	–	–	﹤0.01%	547
2021 Q1	$13K	Hold	150	–	–	﹤0.01%	564
2020 Q4	$11K	Hold	150	–	–	﹤0.01%	543
2020 Q3	$9K	Hold	150	–	–	﹤0.01%	519
2020 Q2	$8K	Hold	150	–	–	﹤0.01%	512
2020 Q1	$8K	Hold	150	–	–	﹤0.01%	475
2019 Q4	$12K	Hold	150	–	–	﹤0.01%	476
2019 Q3	$11K	Hold	150	–	–	﹤0.01%	467
2019 Q2	$11K	Buy	+150	New	+$11.5K	﹤0.01%	502
2018 Q2	–	Sell	-150	Closed	-$11K	–	669
2018 Q1	$11K	Hold	150	–	–	﹤0.01%	463
2017 Q4	$12K	Hold	150	–	–	﹤0.01%	435
2017 Q3	$11K	Hold	150	–	–	﹤0.01%	417
2017 Q2	$11K	Hold	150	–	–	﹤0.01%	450
2017 Q1	$11K	Hold	150	–	–	﹤0.01%	448
2016 Q4	$11K	Hold	150	–	–	﹤0.01%	459
2016 Q3	$10K	Hold	150	–	–	﹤0.01%	439
2016 Q2	$10K	Hold	150	–	–	﹤0.01%	435
2016 Q1	$9K	Hold	150	–	–	﹤0.01%	403
2015 Q4	$8K	Hold	150	–	–	﹤0.01%	432
2015 Q3	$8K	Buy	+150	New	+$8.24K	0.01%	430

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

Focused Wealth Management's BMO Position: Q1 2024 in Review

Focused Wealth Management sold out of Bank of Montreal (BMO) in Q1 2024, closing a stake of 150 shares — an estimated $14.8K sold.

Focused Wealth Management first reported a position in BMO in Q3 2015 and held it in 30 quarters. The position peaked at $18K in Q1 2022. 493 funds tracked by Wall St. Rank hold BMO as of Q1 2024.

Focused Wealth Management reported no remaining Bank of Montreal position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 150 Bank of Montreal shares in Q1 2024, an estimated $14.8K.
Focused Wealth Management first reported a position in Bank of Montreal in Q3 2015 and held it in 30 quarters.
Focused Wealth Management's Bank of Montreal position peaked at $18K in Q1 2022.
493 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.