Glass Jacobson Investment Advisors’s Bank of Montreal BMO Stock Holding History

Glass Jacobson Investment Advisors’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 Q4	$244K	Buy	+2,697	New	+$250K	0.12%	184

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

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

Glass Jacobson Investment Advisors's BMO Position: Q4 2022 in Review

Glass Jacobson Investment Advisors opened a new position in Bank of Montreal (BMO) in Q4 2022: 2,697 shares worth $244K. The stake represents 0.12% of the portfolio and ranks #184 among its holdings.

479 funds tracked by Wall St. Rank hold BMO as of Q4 2022.

Glass Jacobson Investment Advisors held 2,697 shares of Bank of Montreal worth $244K as of Q4 2022.
Bank of Montreal was a new Glass Jacobson Investment Advisors position in Q4 2022.
Bank of Montreal made up 0.12% of Glass Jacobson Investment Advisors's portfolio in Q4 2022, its #184 holding.
479 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2022.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.