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Milestone Investment Advisors’s Bank of Montreal BMO Stock Holding History

Milestone Investment 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
-1,277
Closed -$108K – 165
2023
Q3 		$108K Buy
+1,277
New +$112K 0.03% 142
2023
Q2 		– Sell
-1,203
Closed -$107K – 160
2023
Q1 		$107K Buy
+1,203
New +$114K 0.03% 138

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Milestone Investment Advisors's BMO Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Bank of Montreal (BMO) in Q4 2023, closing a stake of 1,277 shares — an estimated $108K sold.

Milestone Investment Advisors first reported a position in BMO in Q1 2023 and held it in 2 quarters. The position peaked at $108K in Q3 2023. 487 funds tracked by Wall St. Rank hold BMO as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Bank of Montreal position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 1,277 Bank of Montreal shares in Q4 2023, an estimated $108K.
  • Milestone Investment Advisors first reported a position in Bank of Montreal in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Bank of Montreal position peaked at $108K in Q3 2023.
  • 487 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.