Lugano Financial Advisors SA (LFA)’s Bank of Montreal BMO Stock Holding History

Lugano Financial Advisors SA (LFA)’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 Q3	–	Sell	-500	Closed	-$59.8K	–	184
2023 Q2	$59.8K	Buy	+500	New	+$44.2K	0.04%	128

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s BMO Position: Q3 2023 in Review

Lugano Financial Advisors SA (LFA) sold out of Bank of Montreal (BMO) in Q3 2023, closing a stake of 500 shares — an estimated $59.8K sold.

Lugano Financial Advisors SA (LFA) first reported a position in BMO in Q2 2023 and held it in 1 quarter. The position peaked at $59.8K in Q2 2023. 455 funds tracked by Wall St. Rank hold BMO as of Q3 2023.

Lugano Financial Advisors SA (LFA) reported no remaining Bank of Montreal position as of Q3 2023 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 500 Bank of Montreal shares in Q3 2023, an estimated $59.8K.
Lugano Financial Advisors SA (LFA) first reported a position in Bank of Montreal in Q2 2023 and held it in 1 quarter.
Lugano Financial Advisors SA (LFA)'s Bank of Montreal position peaked at $59.8K in Q2 2023.
455 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2023.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q3 2023, filed 23 Oct 2023.