Foster & Motley’s Bank of Montreal BMO Stock Holding History

Foster & Motley’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 Q2	–	Sell	-3,351	Closed	-$327K	–	385
2024 Q1	$327K	Sell	3,351 -4,352	-56%	-$411K	0.02%	319
2023 Q4	$762K	Sell	7,703 -6,859	-47%	-$573K	0.06%	223
2023 Q3	$1.23M	Sell	14,562 -3,561	-20%	-$313K	0.1%	175
2023 Q2	$1.64M	Sell	18,123 -5,156	-22%	-$456K	0.13%	174
2023 Q1	$2.07M	Buy	23,279 +202	+0.9%	+$19.2K	0.17%	153
2022 Q4	$2.09M	Sell	23,077 -4,142	-15%	-$383K	0.18%	149
2022 Q3	$2.38M	Sell	27,219 -5,063	-16%	-$490K	0.23%	124
2022 Q2	$3.1M	Buy	32,282 +20,007	+163%	+$2.13M	0.27%	92
2022 Q1	$1.45M	Buy	+12,275	New	+$1.42M	0.11%	158

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Foster & Motley's BMO Position: Q2 2024 in Review

Foster & Motley sold out of Bank of Montreal (BMO) in Q2 2024, closing a stake of 3,351 shares — an estimated $327K sold.

Foster & Motley first reported a position in BMO in Q1 2022 and held it in 9 quarters. The position peaked at $3.1M in Q2 2022. 477 funds tracked by Wall St. Rank hold BMO as of Q2 2024.

Foster & Motley reported no remaining Bank of Montreal position as of Q2 2024 after selling out during the quarter.
Foster & Motley sold 3,351 Bank of Montreal shares in Q2 2024, an estimated $327K.
Foster & Motley first reported a position in Bank of Montreal in Q1 2022 and held it in 9 quarters.
Foster & Motley's Bank of Montreal position peaked at $3.1M in Q2 2022.
477 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2024.

Based on Foster & Motley's 13F filing for Q2 2024, filed 2 Aug 2024.