Mark Sheptoff Financial Planning’s Bank of Montreal BMO Stock Holding History

Mark Sheptoff Financial Planning’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
2024 Q4	–	Sell	-100	Closed	-$9.02K	–	433
2024 Q3	$9.02K	Hold	100	–	–	﹤0.01%	317
2024 Q2	$8.38K	Hold	100	–	–	﹤0.01%	331
2024 Q1	$9.77K	Hold	100	–	–	0.01%	296
2023 Q4	$9.89K	Hold	100	–	–	0.01%	290
2023 Q3	$8.44K	Hold	100	–	–	0.01%	277
2023 Q2	$9.03K	Hold	100	–	–	0.01%	280
2023 Q1	$8.91K	Hold	100	–	–	0.01%	270
2022 Q4	$9.06K	Hold	100	–	–	0.01%	275
2022 Q3	$9K	Hold	100	–	–	0.01%	255
2022 Q2	$10K	Hold	100	–	–	0.01%	256
2022 Q1	$12K	Hold	100	–	–	0.01%	284
2021 Q4	$11K	Hold	100	–	–	0.01%	309
2021 Q3	$10K	Hold	100	–	–	0.01%	302
2021 Q2	$10K	Hold	100	–	–	0.01%	323
2021 Q1	$9K	Hold	100	–	–	0.01%	293
2020 Q4	$8K	Sell	100 -100	-50%	-$6.84K	﹤0.01%	278
2020 Q3	$12K	Hold	200	–	–	0.01%	220
2020 Q2	$11K	Hold	200	–	–	0.01%	251
2020 Q1	$10K	Sell	200 -100	-33%	-$6.78K	0.01%	232
2019 Q4	$23K	Hold	300	–	–	0.01%	201
2019 Q3	$22K	Buy	+300	New	+$21.9K	0.01%	200

Other funds holding BMO

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

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

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

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

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

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

Mark Sheptoff Financial Planning's BMO Position: Q4 2024 in Review

Mark Sheptoff Financial Planning sold out of Bank of Montreal (BMO) in Q4 2024, closing a stake of 100 shares — an estimated $9.02K sold.

Mark Sheptoff Financial Planning first reported a position in BMO in Q3 2019 and held it in 21 quarters. The position peaked at $23K in Q4 2019. 538 funds tracked by Wall St. Rank hold BMO as of Q4 2024.

Mark Sheptoff Financial Planning reported no remaining Bank of Montreal position as of Q4 2024 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 100 Bank of Montreal shares in Q4 2024, an estimated $9.02K.
Mark Sheptoff Financial Planning first reported a position in Bank of Montreal in Q3 2019 and held it in 21 quarters.
Mark Sheptoff Financial Planning's Bank of Montreal position peaked at $23K in Q4 2019.
538 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2024.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2024, filed 12 Feb 2025.