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

Kingsview 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 Q3	–	Sell	-5,131	Closed	-$430K	–	1092
2024 Q2	$430K	Buy	+5,131	New	+$466K	0.01%	730
2020 Q1	–	Sell	-2,674	Closed	-$207K	–	507
2019 Q4	$207K	Buy	+2,674	New	+$201K	0.03%	440

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Kingsview Wealth Management's BMO Position: Q3 2024 in Review

Kingsview Wealth Management sold out of Bank of Montreal (BMO) in Q3 2024, closing a stake of 5,131 shares — an estimated $430K sold.

Kingsview Wealth Management first reported a position in BMO in Q4 2019 and held it in 2 quarters. The position peaked at $430K in Q2 2024. 470 funds tracked by Wall St. Rank hold BMO as of Q3 2024.

Kingsview Wealth Management reported no remaining Bank of Montreal position as of Q3 2024 after selling out during the quarter.
Kingsview Wealth Management sold 5,131 Bank of Montreal shares in Q3 2024, an estimated $430K.
Kingsview Wealth Management first reported a position in Bank of Montreal in Q4 2019 and held it in 2 quarters.
Kingsview Wealth Management's Bank of Montreal position peaked at $430K in Q2 2024.
470 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2024.

Based on Kingsview Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.