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

Intercontinental 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
2023 Q2	$578K	Buy	6,400 +250	+4%	+$22.1K	0.14%	169
2023 Q1	$548K	Sell	6,150 -69	-1%	-$6.55K	0.14%	175
2022 Q4	$563K	Buy	6,219 +36	+0.6%	+$3.33K	0.17%	142
2022 Q3	$542K	Buy	+6,183	New	+$598K	0.17%	138

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Intercontinental Wealth Advisors's BMO Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its Bank of Montreal (BMO) stake by 4.1% in Q2 2023, buying an estimated $22.1K and bringing the position to 6,400 shares worth $578K. The position accounts for 0.14% of the portfolio, ranked #169.

Intercontinental Wealth Advisors first reported a position in BMO in Q3 2022 and has held it in 4 quarters since. 470 funds tracked by Wall St. Rank hold BMO as of Q2 2023.

Intercontinental Wealth Advisors held 6,400 shares of Bank of Montreal worth $578K as of Q2 2023.
Intercontinental Wealth Advisors bought 250 Bank of Montreal shares in Q2 2023, an estimated $22.1K.
Bank of Montreal made up 0.14% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #169 holding.
Intercontinental Wealth Advisors first reported a position in Bank of Montreal in Q3 2022 and has held it in 4 quarters since.
470 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.