LGT Financial Advisors’s Bank of Montreal BMO Stock Holding History

LGT Financial Advisors’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	-6	Closed	-$506	–	861
2023 Q3	$506	Buy	+6	New	+$527	﹤0.01%	899

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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

LGT Financial Advisors's BMO Position: Q4 2023 in Review

LGT Financial Advisors sold out of Bank of Montreal (BMO) in Q4 2023, closing a stake of 6 shares — an estimated $506 sold.

LGT Financial Advisors first reported a position in BMO in Q3 2023 and held it in 1 quarter. The position peaked at $506 in Q3 2023. 487 funds tracked by Wall St. Rank hold BMO as of Q4 2023.

LGT Financial Advisors reported no remaining Bank of Montreal position as of Q4 2023 after selling out during the quarter.
LGT Financial Advisors sold 6 Bank of Montreal shares in Q4 2023, an estimated $506.
LGT Financial Advisors first reported a position in Bank of Montreal in Q3 2023 and held it in 1 quarter.
LGT Financial Advisors's Bank of Montreal position peaked at $506 in Q3 2023.
487 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.