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Graypoint LLC’s Bank of Montreal BMO Stock Holding History

Graypoint LLC’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
2021
Q4 		– Sell
-3,363
Closed -$335K – 301
2021
Q3 		$335K Hold
3,363
– – 0.04% 208
2021
Q2 		$345K Sell
3,363
-110
-3% -$10.9K 0.05% 194
2021
Q1 		$310K Sell
3,473
-268
-7% -$21.9K 0.05% 186
2020
Q4 		$284K Sell
3,741
-1,976
-35% -$135K 0.05% 185
2020
Q3 		$334K Sell
5,717
-17,534
-75% -$1.02M 0.06% 154
2020
Q2 		$1.23M Buy
23,251
+1,893
+9% +$96.5K 0.28% 79
2020
Q1 		$1.07M Buy
+21,358
New +$1.45M 0.3% 75

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Graypoint LLC's BMO Position: Q4 2021 in Review

Graypoint LLC sold out of Bank of Montreal (BMO) in Q4 2021, closing a stake of 3,363 shares — an estimated $335K sold.

Graypoint LLC first reported a position in BMO in Q1 2020 and held it in 7 quarters. The position peaked at $1.23M in Q2 2020. 488 funds tracked by Wall St. Rank hold BMO as of Q4 2021.

  • Graypoint LLC reported no remaining Bank of Montreal position as of Q4 2021 after selling out during the quarter.
  • Graypoint LLC sold 3,363 Bank of Montreal shares in Q4 2021, an estimated $335K.
  • Graypoint LLC first reported a position in Bank of Montreal in Q1 2020 and held it in 7 quarters.
  • Graypoint LLC's Bank of Montreal position peaked at $1.23M in Q2 2020.
  • 488 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2021.

Based on Graypoint LLC's 13F filing for Q4 2021, filed 31 Jan 2022.