Independence Bank of Kentucky’s Bank of Montreal BMO Stock Holding History

Independence Bank of Kentucky’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	-600	Closed	-$59.4K	–	521
2023 Q4	$59.4K	Buy	+600	New	+$50.1K	0.02%	303

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 $115B AUM 41.58% 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

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

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

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

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

Independence Bank of Kentucky's BMO Position: Q1 2024 in Review

Independence Bank of Kentucky sold out of Bank of Montreal (BMO) in Q1 2024, closing a stake of 600 shares — an estimated $59.4K sold.

Independence Bank of Kentucky first reported a position in BMO in Q4 2023 and held it in 1 quarter. The position peaked at $59.4K in Q4 2023. 493 funds tracked by Wall St. Rank hold BMO as of Q1 2024.

Independence Bank of Kentucky reported no remaining Bank of Montreal position as of Q1 2024 after selling out during the quarter.
Independence Bank of Kentucky sold 600 Bank of Montreal shares in Q1 2024, an estimated $59.4K.
Independence Bank of Kentucky first reported a position in Bank of Montreal in Q4 2023 and held it in 1 quarter.
Independence Bank of Kentucky's Bank of Montreal position peaked at $59.4K in Q4 2023.
493 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2024.

Based on Independence Bank of Kentucky's 13F filing for Q1 2024, filed 16 Apr 2024.