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Kowal Investment Group’s Bank of Montreal BMO Stock Holding History

Kowal Investment Group’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
2023
Q4 		– Sell
-4,343
Closed -$366K – 163
2023
Q3 		$366K Buy
+4,343
New +$382K 0.1% 97
2021
Q4 		– Sell
-869
Closed -$87K – 226
2021
Q3 		$87K Buy
+869
New +$87.5K 0.03% 171

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Kowal Investment Group's BMO Position: Q4 2023 in Review

Kowal Investment Group sold out of Bank of Montreal (BMO) in Q4 2023, closing a stake of 4,343 shares — an estimated $366K sold.

Kowal Investment Group first reported a position in BMO in Q3 2021 and held it in 2 quarters. The position peaked at $366K in Q3 2023. 487 funds tracked by Wall St. Rank hold BMO as of Q4 2023.

  • Kowal Investment Group reported no remaining Bank of Montreal position as of Q4 2023 after selling out during the quarter.
  • Kowal Investment Group sold 4,343 Bank of Montreal shares in Q4 2023, an estimated $366K.
  • Kowal Investment Group first reported a position in Bank of Montreal in Q3 2021 and held it in 2 quarters.
  • Kowal Investment Group's Bank of Montreal position peaked at $366K in Q3 2023.
  • 487 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2023.

Based on Kowal Investment Group's 13F filing for Q4 2023, filed 22 Jan 2024.