Freedom Investment Management’s Bank of Montreal BMO Stock Holding History

Freedom Investment 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
2022 Q2	–	Sell	-3,182	Closed	-$375K	–	745
2022 Q1	$375K	Buy	+3,182	New	+$369K	0.03%	561
2020 Q2	–	Sell	-4,084	Closed	-$315K	–	578
2020 Q1	$315K	Buy	+4,084	New	+$277K	0.03%	473
2019 Q3	–	Sell	-2,843	Closed	-$215K	–	692
2019 Q2	$215K	Sell	2,843 -358	-11%	-$27.4K	0.02%	618
2019 Q1	$240K	Buy	+3,201	New	+$237K	0.02%	587

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

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

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

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Freedom Investment Management's BMO Position: Q2 2022 in Review

Freedom Investment Management sold out of Bank of Montreal (BMO) in Q2 2022, closing a stake of 3,182 shares — an estimated $375K sold.

Freedom Investment Management first reported a position in BMO in Q1 2019 and held it in 4 quarters. The position peaked at $375K in Q1 2022. 487 funds tracked by Wall St. Rank hold BMO as of Q2 2022.

Freedom Investment Management reported no remaining Bank of Montreal position as of Q2 2022 after selling out during the quarter.
Freedom Investment Management sold 3,182 Bank of Montreal shares in Q2 2022, an estimated $375K.
Freedom Investment Management first reported a position in Bank of Montreal in Q1 2019 and held it in 4 quarters.
Freedom Investment Management's Bank of Montreal position peaked at $375K in Q1 2022.
487 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2022.

Based on Freedom Investment Management's 13F filing for Q2 2022, filed 8 Aug 2022.