Leelyn Smith’s Bank of Montreal BMO Stock Holding History

Leelyn Smith’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 Q3	–	Sell	-150	Closed	-$14K	–	471
2022 Q2	$14K	Hold	150	–	–	﹤0.01%	268
2022 Q1	$18K	Hold	150	–	–	﹤0.01%	250
2021 Q4	$16K	Hold	150	–	–	﹤0.01%	257
2021 Q3	$15K	Hold	150	–	–	﹤0.01%	250
2021 Q2	$15K	Hold	150	–	–	﹤0.01%	250
2021 Q1	$13K	Hold	150	–	–	﹤0.01%	273
2020 Q4	$11K	Hold	150	–	–	﹤0.01%	265
2020 Q3	$9K	Hold	150	–	–	﹤0.01%	263
2020 Q2	$8K	Hold	150	–	–	﹤0.01%	332
2020 Q1	$8K	Hold	150	–	–	﹤0.01%	254
2019 Q4	$12K	Buy	+150	New	+$11.3K	0.01%	250

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Leelyn Smith's BMO Position: Q3 2022 in Review

Leelyn Smith sold out of Bank of Montreal (BMO) in Q3 2022, closing a stake of 150 shares — an estimated $14K sold.

Leelyn Smith first reported a position in BMO in Q4 2019 and held it in 11 quarters. The position peaked at $18K in Q1 2022. 457 funds tracked by Wall St. Rank hold BMO as of Q3 2022.

Leelyn Smith reported no remaining Bank of Montreal position as of Q3 2022 after selling out during the quarter.
Leelyn Smith sold 150 Bank of Montreal shares in Q3 2022, an estimated $14K.
Leelyn Smith first reported a position in Bank of Montreal in Q4 2019 and held it in 11 quarters.
Leelyn Smith's Bank of Montreal position peaked at $18K in Q1 2022.
457 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2022.

Based on Leelyn Smith's 13F filing for Q3 2022, filed 14 Nov 2022.