Janiczek Wealth Management’s Bank of Montreal BMO Stock Holding History

Janiczek Wealth 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
2024 Q2	$72.2K	Hold	861	–	–	0.02%	347
2024 Q1	$84.1K	Hold	861	–	–	0.02%	326
2023 Q4	$85.2K	Sell	861 -29	-3%	-$2.42K	0.02%	293
2023 Q3	$75.1K	Sell	890 -49	-5%	-$4.31K	0.02%	300
2023 Q2	$84.8K	Sell	939 -38	-4%	-$3.36K	0.02%	240
2023 Q1	$88.9K	Sell	977 -83	-8%	-$7.88K	0.03%	233
2022 Q4	$103K	Sell	1,060 -11	-1%	-$1.02K	0.03%	217
2022 Q3	$91K	Sell	1,071 -410	-28%	-$39.6K	0.03%	214
2022 Q2	$149K	Buy	1,481 +135	+10%	+$14.3K	0.04%	145
2022 Q1	$159K	Buy	1,346 +10	+0.7%	+$1.16K	0.04%	146
2021 Q4	$144K	Sell	1,336 -5	-0.4%	-$539	0.04%	141
2021 Q3	$134K	Buy	1,341 +163	+14%	+$16.4K	0.05%	135
2021 Q2	$121K	Buy	1,178 +38	+3%	+$3.75K	0.04%	128
2021 Q1	$102K	Buy	1,140 +220	+24%	+$17.9K	0.04%	134
2020 Q4	$70K	Buy	920 +837	+1,008%	+$57.3K	0.03%	147
2020 Q3	$5K	Buy	+83	New	+$4.81K	﹤0.01%	329

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

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

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Janiczek Wealth Management's BMO Position: Q2 2024 in Review

Janiczek Wealth Management held its Bank of Montreal (BMO) position steady in Q2 2024 at 861 shares worth $72.2K. The position accounts for 0.02% of the portfolio, ranked #347.

Janiczek Wealth Management first reported a position in BMO in Q3 2020 and has held it in 16 quarters since. The position peaked at $159K in Q1 2022. 477 funds tracked by Wall St. Rank hold BMO as of Q2 2024.

Janiczek Wealth Management held 861 shares of Bank of Montreal worth $72.2K as of Q2 2024.
Janiczek Wealth Management left its Bank of Montreal share count unchanged in Q2 2024.
Bank of Montreal made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #347 holding.
Janiczek Wealth Management first reported a position in Bank of Montreal in Q3 2020 and has held it in 16 quarters since.
Janiczek Wealth Management's Bank of Montreal position peaked at $159K in Q1 2022.
477 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.