Ford Financial Group’s Bank of Montreal BMO Stock Holding History

Ford Financial Group’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 Q3	–	Sell	-13	Closed	-$1K	–	164
2021 Q2	$1K	Buy	+13	New	+$1.28K	﹤0.01%	497
2018 Q1	–	Sell	-100	Closed	-$8K	–	88
2017 Q4	$8K	Buy	+100	New	+$7.8K	0.01%	255

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Ford Financial Group's BMO Position: Q3 2021 in Review

Ford Financial Group sold out of Bank of Montreal (BMO) in Q3 2021, closing a stake of 13 shares — an estimated $1K sold.

Ford Financial Group first reported a position in BMO in Q4 2017 and held it in 2 quarters. The position peaked at $8K in Q4 2017. 457 funds tracked by Wall St. Rank hold BMO as of Q3 2021.

Ford Financial Group reported no remaining Bank of Montreal position as of Q3 2021 after selling out during the quarter.
Ford Financial Group sold 13 Bank of Montreal shares in Q3 2021, an estimated $1K.
Ford Financial Group first reported a position in Bank of Montreal in Q4 2017 and held it in 2 quarters.
Ford Financial Group's Bank of Montreal position peaked at $8K in Q4 2017.
457 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2021.

Based on Ford Financial Group's 13F filing for Q3 2021, filed 5 Nov 2021.