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

FSA 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
2020
Q2 		– Sell
-406
Closed -$20K – 386
2020
Q1 		$20K Sell
406
-989
-71% -$67K 0.02% 182
2019
Q4 		$108K Buy
+1,395
New +$105K 0.08% 83

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

FSA Wealth Management's BMO Position: Q2 2020 in Review

FSA Wealth Management sold out of Bank of Montreal (BMO) in Q2 2020, closing a stake of 406 shares — an estimated $20K sold.

FSA Wealth Management first reported a position in BMO in Q4 2019 and held it in 2 quarters. The position peaked at $108K in Q4 2019. 374 funds tracked by Wall St. Rank hold BMO as of Q2 2020.

  • FSA Wealth Management reported no remaining Bank of Montreal position as of Q2 2020 after selling out during the quarter.
  • FSA Wealth Management sold 406 Bank of Montreal shares in Q2 2020, an estimated $20K.
  • FSA Wealth Management first reported a position in Bank of Montreal in Q4 2019 and held it in 2 quarters.
  • FSA Wealth Management's Bank of Montreal position peaked at $108K in Q4 2019.
  • 374 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2020.

Based on FSA Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.