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HHM Wealth Advisors’s Bank of Montreal BMO Stock Holding History

HHM 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
2022
Q3 		– Sell
-65
Closed -$6K – 658
2022
Q2 		$6K Hold
65
– – ﹤0.01% 607
2022
Q1 		$8K Hold
65
– – ﹤0.01% 559
2021
Q4 		$7K Hold
65
– – ﹤0.01% 542
2021
Q3 		$6K Hold
65
– – ﹤0.01% 530
2021
Q2 		$7K Hold
65
– – ﹤0.01% 498
2021
Q1 		$6K Hold
65
– – ﹤0.01% 481
2020
Q4 		$5K Buy
+65
New +$4.45K ﹤0.01% 460

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
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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

HHM Wealth Advisors's BMO Position: Q3 2022 in Review

HHM Wealth Advisors sold out of Bank of Montreal (BMO) in Q3 2022, closing a stake of 65 shares — an estimated $6K sold.

HHM Wealth Advisors first reported a position in BMO in Q4 2020 and held it in 7 quarters. The position peaked at $8K in Q1 2022. 457 funds tracked by Wall St. Rank hold BMO as of Q3 2022.

  • HHM Wealth Advisors reported no remaining Bank of Montreal position as of Q3 2022 after selling out during the quarter.
  • HHM Wealth Advisors sold 65 Bank of Montreal shares in Q3 2022, an estimated $6K.
  • HHM Wealth Advisors first reported a position in Bank of Montreal in Q4 2020 and held it in 7 quarters.
  • HHM Wealth Advisors's Bank of Montreal position peaked at $8K in Q1 2022.
  • 457 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2022.

Based on HHM Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.