Graves Light Lenhart Wealth’s Bank of Montreal BMO Stock Holding History

Graves Light Lenhart Wealth’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	-1,000	Closed	-$96K	–	215
2022 Q2	$96K	Hold	1,000	–	–	0.01%	236
2022 Q1	$118K	Hold	1,000	–	–	0.02%	240
2021 Q4	$108K	Hold	1,000	–	–	0.02%	283
2021 Q3	$100K	Hold	1,000	–	–	0.02%	273
2021 Q2	$103K	Hold	1,000	–	–	0.02%	275
2021 Q1	$89K	Hold	1,000	–	–	0.02%	298
2020 Q4	$76K	Buy	+1,000	New	+$68.4K	0.01%	308

Other funds holding BMO

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

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

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

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

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

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Graves Light Lenhart Wealth's BMO Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Bank of Montreal (BMO) in Q3 2022, closing a stake of 1,000 shares — an estimated $96K sold.

Graves Light Lenhart Wealth first reported a position in BMO in Q4 2020 and held it in 7 quarters. The position peaked at $118K in Q1 2022. 457 funds tracked by Wall St. Rank hold BMO as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Bank of Montreal position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 1,000 Bank of Montreal shares in Q3 2022, an estimated $96K.
Graves Light Lenhart Wealth first reported a position in Bank of Montreal in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's Bank of Montreal position peaked at $118K in Q1 2022.
457 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.