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HC Financial Advisors’s Bank of Montreal BMO Stock Holding History

HC Financial 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
Q2 		$2K Hold
20
– – ﹤0.01% 308
2022
Q1 		$2K Hold
20
– – ﹤0.01% 292
2021
Q4 		$2K Hold
20
– – ﹤0.01% 301
2021
Q3 		$2K Hold
20
– – ﹤0.01% 302
2021
Q2 		$2K Buy
+20
New +$1.97K ﹤0.01% 313

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

HC Financial Advisors's BMO Position: Q2 2022 in Review

HC Financial Advisors held its Bank of Montreal (BMO) position steady in Q2 2022 at 20 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

HC Financial Advisors first reported a position in BMO in Q2 2021 and has held it in 5 quarters since. 488 funds tracked by Wall St. Rank hold BMO as of Q2 2022.

  • HC Financial Advisors held 20 shares of Bank of Montreal worth $2K as of Q2 2022.
  • HC Financial Advisors left its Bank of Montreal share count unchanged in Q2 2022.
  • Bank of Montreal made up ﹤0.01% of HC Financial Advisors's portfolio in Q2 2022, its #308 holding.
  • HC Financial Advisors first reported a position in Bank of Montreal in Q2 2021 and has held it in 5 quarters since.
  • 488 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.