McGlone Suttner Wealth Management’s Bank of Montreal BMO Stock Holding History

McGlone Suttner 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
2025 Q1	–	Sell	-788	Closed	-$76.4K	–	192
2024 Q4	$76.4K	Buy	+788	New	+$74.5K	0.01%	176
2024 Q1	–	Sell	-775	Closed	-$76.6K	–	239
2023 Q4	$76.6K	Buy	+775	New	+$64.7K	0.02%	237

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

Norges Bank Oslo, Norway $1T AUM

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

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

McGlone Suttner Wealth Management's BMO Position: Q1 2025 in Review

McGlone Suttner Wealth Management sold out of Bank of Montreal (BMO) in Q1 2025, closing a stake of 788 shares — an estimated $76.4K sold.

McGlone Suttner Wealth Management first reported a position in BMO in Q4 2023 and held it in 2 quarters. The position peaked at $76.6K in Q4 2023. 557 funds tracked by Wall St. Rank hold BMO as of Q1 2025.

McGlone Suttner Wealth Management reported no remaining Bank of Montreal position as of Q1 2025 after selling out during the quarter.
McGlone Suttner Wealth Management sold 788 Bank of Montreal shares in Q1 2025, an estimated $76.4K.
McGlone Suttner Wealth Management first reported a position in Bank of Montreal in Q4 2023 and held it in 2 quarters.
McGlone Suttner Wealth Management's Bank of Montreal position peaked at $76.6K in Q4 2023.
557 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2025.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.