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

IBEX 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
2024 Q2	–	Sell	-4,663	Closed	-$422K	–	288
2024 Q1	$422K	Buy	4,663 +4,660	+155,333%	+$440K	0.11%	99
2023 Q4	$332	Sell	3 -5,026	-100%	-$420K	0.07%	97
2023 Q3	$424K	Buy	+5,029	New	+$442K	0.11%	88
2023 Q1	$255K	Sell	2,863 -1,800	-39%	-$171K	0.07%	100
2022 Q4	$422K	Buy	4,663 +1,480	+46%	+$137K	0.1%	141
2022 Q3	$279K	Buy	3,183 +11	+0.3%	+$1.06K	0.07%	124
2022 Q2	$305K	Buy	+3,172	New	+$337K	0.07%	127

Other funds holding BMO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

IBEX Wealth Advisors's BMO Position: Q2 2024 in Review

IBEX Wealth Advisors sold out of Bank of Montreal (BMO) in Q2 2024, closing a stake of 4,663 shares — an estimated $422K sold.

IBEX Wealth Advisors first reported a position in BMO in Q2 2022 and held it in 7 quarters. The position peaked at $424K in Q3 2023. 476 funds tracked by Wall St. Rank hold BMO as of Q2 2024.

IBEX Wealth Advisors reported no remaining Bank of Montreal position as of Q2 2024 after selling out during the quarter.
IBEX Wealth Advisors sold 4,663 Bank of Montreal shares in Q2 2024, an estimated $422K.
IBEX Wealth Advisors first reported a position in Bank of Montreal in Q2 2022 and held it in 7 quarters.
IBEX Wealth Advisors's Bank of Montreal position peaked at $424K in Q3 2023.
476 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2024.

Based on IBEX Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.