Householder Group Estate & Retirement Specialist’s Bank of Montreal BMO Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q1	$6K	Hold	62	–	–	﹤0.01%	904
2022 Q4	$5K	Hold	62	–	–	0.01%	267
2022 Q3	$5K	Buy	+62	New	+$6K	﹤0.01%	854

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $57.2B AUM 35.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BMO Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist held its Bank of Montreal (BMO) position steady in Q1 2023 at 62 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Householder Group Estate & Retirement Specialist first reported a position in BMO in Q3 2022 and has held it in 3 quarters since. 471 funds tracked by Wall St. Rank hold BMO as of Q1 2023.

Householder Group Estate & Retirement Specialist held 62 shares of Bank of Montreal worth $6K as of Q1 2023.
Householder Group Estate & Retirement Specialist left its Bank of Montreal share count unchanged in Q1 2023.
Bank of Montreal made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #904 holding.
Householder Group Estate & Retirement Specialist first reported a position in Bank of Montreal in Q3 2022 and has held it in 3 quarters since.
471 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.