Ken Fisher’s Bank of Montreal BMO Stock Holding History

Ken Fisher’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
2021 Q2	–	Sell	-2,723	Closed	-$243K	–	933
2021 Q1	$243K	Buy	+2,723	New	+$222K	﹤0.01%	827

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ken Fisher's BMO Position: Q2 2021 in Review

Ken Fisher sold out of Bank of Montreal (BMO) in Q2 2021, closing a stake of 2,723 shares — an estimated $243K sold.

Ken Fisher first reported a position in BMO in Q1 2021 and held it in 1 quarter. The position peaked at $243K in Q1 2021. 440 funds tracked by Wall St. Rank hold BMO as of Q2 2021.

Ken Fisher reported no remaining Bank of Montreal position as of Q2 2021 after selling out during the quarter.
Ken Fisher sold 2,723 Bank of Montreal shares in Q2 2021, an estimated $243K.
Ken Fisher first reported a position in Bank of Montreal in Q1 2021 and held it in 1 quarter.
Ken Fisher's Bank of Montreal position peaked at $243K in Q1 2021.
440 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2021.

Based on Fisher Asset Management's 13F filing for Q2 2021, filed 27 Jul 2021.