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Good Life Advisors’s Bank of Montreal BMO Stock Holding History

Good Life 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
Q3 		– Sell
-2,253
Closed -$217K – 346
2022
Q2 		$217K Hold
2,253
– – 0.03% 308
2022
Q1 		$266K Buy
2,253
+92
+4% +$10.7K 0.03% 311
2021
Q4 		$233K Sell
2,161
-440
-17% -$47.4K 0.03% 336
2021
Q3 		$259K Sell
2,601
-297
-10% -$29.9K 0.04% 293
2021
Q2 		$297K Buy
2,898
+175
+6% +$17.3K 0.06% 228
2021
Q1 		$245K Buy
+2,723
New +$222K 0.05% 245

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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Good Life Advisors's BMO Position: Q3 2022 in Review

Good Life Advisors sold out of Bank of Montreal (BMO) in Q3 2022, closing a stake of 2,253 shares — an estimated $217K sold.

Good Life Advisors first reported a position in BMO in Q1 2021 and held it in 6 quarters. The position peaked at $297K in Q2 2021. 457 funds tracked by Wall St. Rank hold BMO as of Q3 2022.

  • Good Life Advisors reported no remaining Bank of Montreal position as of Q3 2022 after selling out during the quarter.
  • Good Life Advisors sold 2,253 Bank of Montreal shares in Q3 2022, an estimated $217K.
  • Good Life Advisors first reported a position in Bank of Montreal in Q1 2021 and held it in 6 quarters.
  • Good Life Advisors's Bank of Montreal position peaked at $297K in Q2 2021.
  • 457 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2022.

Based on Good Life Advisors's 13F filing for Q3 2022, filed 13 Oct 2022.