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Kore Private Wealth’s Bank of Montreal BMO Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-353
Closed -$18K – 370
2020
Q2 		$18K Buy
353
+273
+341% +$13.9K ﹤0.01% 662
2020
Q1 		$4K Sell
80
-135
-63% -$9.15K ﹤0.01% 825
2019
Q4 		$17K Buy
+215
New +$16.2K ﹤0.01% 653

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kore Private Wealth's BMO Position: Q3 2020 in Review

Kore Private Wealth sold out of Bank of Montreal (BMO) in Q3 2020, closing a stake of 353 shares — an estimated $18K sold.

Kore Private Wealth first reported a position in BMO in Q4 2019 and held it in 3 quarters. The position peaked at $18K in Q2 2020. 357 funds tracked by Wall St. Rank hold BMO as of Q3 2020.

  • Kore Private Wealth reported no remaining Bank of Montreal position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 353 Bank of Montreal shares in Q3 2020, an estimated $18K.
  • Kore Private Wealth first reported a position in Bank of Montreal in Q4 2019 and held it in 3 quarters.
  • Kore Private Wealth's Bank of Montreal position peaked at $18K in Q2 2020.
  • 357 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.