Grey Fox Wealth Advisors’s Bank of Montreal BMO Stock Holding History

Grey Fox Wealth 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
2023 Q2	–	Sell	-12	Closed	-$1.07K	–	151
2023 Q1	$1.07K	Hold	12	–	–	﹤0.01%	456
2022 Q4	$1.09K	Buy	+12	New	+$1.11K	﹤0.01%	357

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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

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

Grey Fox Wealth Advisors's BMO Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of Bank of Montreal (BMO) in Q2 2023, closing a stake of 12 shares — an estimated $1.07K sold.

Grey Fox Wealth Advisors first reported a position in BMO in Q4 2022 and held it in 2 quarters. The position peaked at $1.09K in Q4 2022. 470 funds tracked by Wall St. Rank hold BMO as of Q2 2023.

Grey Fox Wealth Advisors reported no remaining Bank of Montreal position as of Q2 2023 after selling out during the quarter.
Grey Fox Wealth Advisors sold 12 Bank of Montreal shares in Q2 2023, an estimated $1.07K.
Grey Fox Wealth Advisors first reported a position in Bank of Montreal in Q4 2022 and held it in 2 quarters.
Grey Fox Wealth Advisors's Bank of Montreal position peaked at $1.09K in Q4 2022.
470 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.