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

Icon Wealth Partners’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 Q3	–	Sell	-1,144	Closed	-$103K	–	396
2023 Q2	$103K	Hold	1,144	–	–	0.01%	406
2023 Q1	$102K	Buy	+1,144	New	+$109K	0.01%	408
2019 Q2	–	Sell	-1,307	Closed	-$98K	–	241
2019 Q1	$98K	Buy	+1,307	New	+$96.7K	0.04%	226
2018 Q3	–	Sell	-2,475	Closed	-$191K	–	330
2018 Q2	$191K	Buy	2,475 +4	+0.2%	+$308	0.08%	162
2018 Q1	$187K	Buy	2,471 +28	+1%	+$2.2K	0.1%	167
2017 Q4	$195K	Buy	+2,443	New	+$190K	0.1%	177

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 $123B AUM 34.51% 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

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

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

Icon Wealth Partners's BMO Position: Q3 2023 in Review

Icon Wealth Partners sold out of Bank of Montreal (BMO) in Q3 2023, closing a stake of 1,144 shares — an estimated $103K sold.

Icon Wealth Partners first reported a position in BMO in Q4 2017 and held it in 6 quarters. The position peaked at $195K in Q4 2017. 455 funds tracked by Wall St. Rank hold BMO as of Q3 2023.

Icon Wealth Partners reported no remaining Bank of Montreal position as of Q3 2023 after selling out during the quarter.
Icon Wealth Partners sold 1,144 Bank of Montreal shares in Q3 2023, an estimated $103K.
Icon Wealth Partners first reported a position in Bank of Montreal in Q4 2017 and held it in 6 quarters.
Icon Wealth Partners's Bank of Montreal position peaked at $195K in Q4 2017.
455 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.