Mascoma Wealth Management’s Bank of Montreal BMO Stock Holding History

Mascoma Wealth Management’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 Q2	–	Sell	-50	Closed	-$4.51K	–	498
2023 Q1	$4.51K	Hold	50	–	–	﹤0.01%	489
2022 Q4	$4.53K	Hold	50	–	–	﹤0.01%	500
2022 Q3	$4K	Hold	50	–	–	﹤0.01%	495
2022 Q2	$5K	Hold	50	–	–	﹤0.01%	490
2022 Q1	$6K	Hold	50	–	–	﹤0.01%	484
2021 Q4	$5K	Hold	50	–	–	﹤0.01%	453
2021 Q3	$5K	Buy	+50	New	+$5.03K	﹤0.01%	378
2021 Q2	–	Sell	-50	Closed	-$4K	–	142
2021 Q1	$4K	Buy	+50	New	+$4.08K	﹤0.01%	392

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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

Mascoma Wealth Management's BMO Position: Q2 2023 in Review

Mascoma Wealth Management sold out of Bank of Montreal (BMO) in Q2 2023, closing a stake of 50 shares — an estimated $4.51K sold.

Mascoma Wealth Management first reported a position in BMO in Q1 2021 and held it in 8 quarters. The position peaked at $6K in Q1 2022. 469 funds tracked by Wall St. Rank hold BMO as of Q2 2023.

Mascoma Wealth Management reported no remaining Bank of Montreal position as of Q2 2023 after selling out during the quarter.
Mascoma Wealth Management sold 50 Bank of Montreal shares in Q2 2023, an estimated $4.51K.
Mascoma Wealth Management first reported a position in Bank of Montreal in Q1 2021 and held it in 8 quarters.
Mascoma Wealth Management's Bank of Montreal position peaked at $6K in Q1 2022.
469 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2023.

Based on Mascoma Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.