IWA
BMO icon

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

Icon 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
Q1 		– Sell
-1,013
Closed -$100K – 466
2023
Q4 		$100K Buy
+1,013
New +$84.6K 0.01% 429
2022
Q4 		– Sell
-1,196
Closed -$105K – 339
2022
Q3 		$105K Buy
+1,196
New +$116K 0.01% 387

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Icon Wealth Advisors's BMO Position: Q1 2024 in Review

Icon Wealth Advisors sold out of Bank of Montreal (BMO) in Q1 2024, closing a stake of 1,013 shares — an estimated $100K sold.

Icon Wealth Advisors first reported a position in BMO in Q3 2022 and held it in 2 quarters. The position peaked at $105K in Q3 2022. 492 funds tracked by Wall St. Rank hold BMO as of Q1 2024.

  • Icon Wealth Advisors reported no remaining Bank of Montreal position as of Q1 2024 after selling out during the quarter.
  • Icon Wealth Advisors sold 1,013 Bank of Montreal shares in Q1 2024, an estimated $100K.
  • Icon Wealth Advisors first reported a position in Bank of Montreal in Q3 2022 and held it in 2 quarters.
  • Icon Wealth Advisors's Bank of Montreal position peaked at $105K in Q3 2022.
  • 492 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2024.

Based on Icon Wealth Advisors's 13F filing for Q1 2024, filed 15 May 2024.