GoalVest Advisory’s Bank of Montreal BMO Stock Holding History

GoalVest Advisory’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 Q3	–	Sell	-6,983	Closed	-$586K	–	373
2024 Q2	$586K	Buy	6,983 +200	+3%	+$18.2K	0.19%	75
2024 Q1	$663K	Buy	+6,783	New	+$640K	0.22%	70

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

GoalVest Advisory's BMO Position: Q3 2024 in Review

GoalVest Advisory sold out of Bank of Montreal (BMO) in Q3 2024, closing a stake of 6,983 shares — an estimated $586K sold.

GoalVest Advisory first reported a position in BMO in Q1 2024 and held it in 2 quarters. The position peaked at $663K in Q1 2024. 470 funds tracked by Wall St. Rank hold BMO as of Q3 2024.

GoalVest Advisory reported no remaining Bank of Montreal position as of Q3 2024 after selling out during the quarter.
GoalVest Advisory sold 6,983 Bank of Montreal shares in Q3 2024, an estimated $586K.
GoalVest Advisory first reported a position in Bank of Montreal in Q1 2024 and held it in 2 quarters.
GoalVest Advisory's Bank of Montreal position peaked at $663K in Q1 2024.
470 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2024.

Based on GoalVest Advisory's 13F filing for Q3 2024, filed 6 Nov 2024.