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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 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 $56.9B AUM 39.33% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

Mackenzie Financial

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM