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Glassman Wealth Services’s Bank of Montreal BMO Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-370
Closed -$36.6K – 423
2023
Q4 		$36.6K Sell
370
-179
-33% -$14.9K 0.01% 535
2023
Q3 		$46.3K Buy
549
+21
+4% +$1.85K 0.01% 440
2023
Q2 		$47.7K Buy
528
+96
+22% +$8.49K 0.01% 420
2023
Q1 		$38.5K Buy
432
+15
+4% +$1.42K 0.01% 466
2022
Q4 		$37.8K Buy
417
+84
+25% +$7.78K 0.01% 488
2022
Q3 		$29K Buy
333
+7
+2% +$677 0.01% 518
2022
Q2 		$31K Buy
326
+32
+11% +$3.4K 0.01% 497
2022
Q1 		$35K Buy
294
+8
+3% +$927 0.01% 486
2021
Q4 		$31K Buy
286
+103
+56% +$11.1K 0.01% 491
2021
Q3 		$18K Buy
183
+35
+24% +$3.52K ﹤0.01% 605
2021
Q2 		$15K Buy
148
+4
+3% +$395 ﹤0.01% 645
2021
Q1 		$13K Buy
144
+26
+22% +$2.12K ﹤0.01% 647
2020
Q4 		$9K Buy
118
+105
+808% +$7.19K ﹤0.01% 739
2020
Q3 		$1K Buy
+13
New +$753 ﹤0.01% 1101
2020
Q2 		– Sell
-16
Closed -$1K – 1238
2020
Q1 		$1K Buy
16
+8
+100% +$542 ﹤0.01% 813
2019
Q4 		$1K Buy
+8
New +$602 ﹤0.01% 861

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Glassman Wealth Services's BMO Position: Q1 2024 in Review

Glassman Wealth Services sold out of Bank of Montreal (BMO) in Q1 2024, closing a stake of 370 shares — an estimated $36.6K sold.

Glassman Wealth Services first reported a position in BMO in Q4 2019 and held it in 16 quarters. The position peaked at $47.7K in Q2 2023. 493 funds tracked by Wall St. Rank hold BMO as of Q1 2024.

  • Glassman Wealth Services reported no remaining Bank of Montreal position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 370 Bank of Montreal shares in Q1 2024, an estimated $36.6K.
  • Glassman Wealth Services first reported a position in Bank of Montreal in Q4 2019 and held it in 16 quarters.
  • Glassman Wealth Services's Bank of Montreal position peaked at $47.7K in Q2 2023.
  • 493 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.