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Innovis Asset Management’s Bank of Montreal BMO Stock Holding History

Innovis Asset Management’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 		$243K Buy
2,881
+41
+1% +$3.6K 0.09% 127
2023
Q2 		$256K Sell
2,840
-39
-1% -$3.45K 0.09% 132
2023
Q1 		$257K Buy
2,879
+147
+5% +$13.9K 0.1% 130
2022
Q4 		$248K Buy
+2,732
New +$253K 0.11% 125

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Innovis Asset Management's BMO Position: Q3 2023 in Review

Innovis Asset Management increased its Bank of Montreal (BMO) stake by 1.4% in Q3 2023, buying an estimated $3.6K and bringing the position to 2,881 shares worth $243K. The position accounts for 0.09% of the portfolio, ranked #127.

Innovis Asset Management first reported a position in BMO in Q4 2022 and has held it in 4 quarters since. The position peaked at $257K in Q1 2023. 456 funds tracked by Wall St. Rank hold BMO as of Q3 2023.

  • Innovis Asset Management held 2,881 shares of Bank of Montreal worth $243K as of Q3 2023.
  • Innovis Asset Management bought 41 Bank of Montreal shares in Q3 2023, an estimated $3.6K.
  • Bank of Montreal made up 0.09% of Innovis Asset Management's portfolio in Q3 2023, its #127 holding.
  • Innovis Asset Management first reported a position in Bank of Montreal in Q4 2022 and has held it in 4 quarters since.
  • Innovis Asset Management's Bank of Montreal position peaked at $257K in Q1 2023.
  • 456 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2023.

Based on Innovis Asset Management's 13F filing for Q3 2023, filed 9 Nov 2023.