Kings Point Capital Management’s Bank of Montreal BMO Stock Holding History

Kings Point Capital 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
2022 Q1	$61K	Hold	518	–	–	0.01%	325
2021 Q4	$56K	Hold	518	–	–	﹤0.01%	370
2021 Q3	$52K	Hold	518	–	–	﹤0.01%	347
2021 Q2	$53K	Hold	518	–	–	﹤0.01%	343
2021 Q1	$46K	Hold	518	–	–	﹤0.01%	344
2020 Q4	$39K	Hold	518	–	–	﹤0.01%	341
2020 Q3	$30K	Hold	518	–	–	﹤0.01%	359
2020 Q2	$27K	Hold	518	–	–	﹤0.01%	339
2020 Q1	$26K	Hold	518	–	–	﹤0.01%	350
2019 Q4	$40K	Hold	518	–	–	0.01%	339
2019 Q3	$38K	Hold	518	–	–	0.01%	331
2019 Q2	$39K	Hold	518	–	–	0.01%	288
2019 Q1	$39K	Hold	518	–	–	0.01%	252
2018 Q4	$34K	Hold	518	–	–	0.01%	256
2018 Q3	$43K	Hold	518	–	–	0.01%	258
2018 Q2	$40K	Hold	518	–	–	0.01%	262
2018 Q1	$39K	Hold	518	–	–	0.01%	261
2017 Q4	$41K	Sell	518 -240	-32%	-$18.7K	0.01%	248
2017 Q3	$57K	Buy	758 +240	+46%	+$17.9K	0.01%	214
2017 Q2	$38K	Sell	518 -500	-49%	-$35.4K	0.01%	235
2017 Q1	$76K	Hold	1,018	–	–	0.02%	190
2016 Q4	$73K	Hold	1,018	–	–	0.02%	180
2016 Q3	$67K	Hold	1,018	–	–	0.02%	171
2016 Q2	$65K	Hold	1,018	–	–	0.02%	174
2016 Q1	$62K	Hold	1,018	–	–	0.02%	170
2015 Q4	$57K	Hold	1,018	–	–	0.01%	186
2015 Q3	$56K	Hold	1,018	–	–	0.01%	207
2015 Q2	$60K	Hold	1,018	–	–	0.01%	198
2015 Q1	$61K	Buy	1,018 +500	+97%	+$31K	0.02%	195
2014 Q4	$37K	Hold	518	–	–	0.01%	234
2014 Q3	$38K	Hold	518	–	–	0.01%	204
2014 Q2	$38K	Hold	518	–	–	0.01%	197
2014 Q1	$35K	Hold	518	–	–	0.01%	195
2013 Q4	$35K	Hold	518	–	–	0.01%	196
2013 Q3	$35K	Hold	518	–	–	0.01%	197
2013 Q2	$30K	Buy	+518	New	+$31.4K	0.01%	218

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 $123B AUM 34.51% 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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Kings Point Capital Management's BMO Position: Q1 2022 in Review

Kings Point Capital Management held its Bank of Montreal (BMO) position steady in Q1 2022 at 518 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #325.

Kings Point Capital Management first reported a position in BMO in Q2 2013 and has held it in 36 quarters since. The position peaked at $76K in Q1 2017. 508 funds tracked by Wall St. Rank hold BMO as of Q1 2022.

Kings Point Capital Management held 518 shares of Bank of Montreal worth $61K as of Q1 2022.
Kings Point Capital Management left its Bank of Montreal share count unchanged in Q1 2022.
Bank of Montreal made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #325 holding.
Kings Point Capital Management first reported a position in Bank of Montreal in Q2 2013 and has held it in 36 quarters since.
Kings Point Capital Management's Bank of Montreal position peaked at $76K in Q1 2017.
508 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.