MilWealth Group’s Bank of Montreal BMO Stock Holding History

MilWealth Group’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
2021 Q4	–	Sell	-86	Closed	-$8.58K	–	162
2021 Q3	$8.58K	Hold	86	–	–	﹤0.01%	84
2021 Q2	$8.82K	Hold	86	–	–	﹤0.01%	51
2021 Q1	$7.66K	Hold	86	–	–	﹤0.01%	56
2020 Q4	$6.54K	Hold	86	–	–	﹤0.01%	45
2020 Q3	$5.02K	Hold	86	–	–	﹤0.01%	46
2020 Q2	$4.56K	Hold	86	–	–	﹤0.01%	53
2020 Q1	$4.32K	Hold	86	–	–	﹤0.01%	53
2019 Q4	$6.67K	Hold	86	–	–	0.01%	57
2019 Q3	$6.34K	Buy	+86	New	+$6.27K	0.01%	57

Other funds holding BMO

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

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

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

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

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

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

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

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

MilWealth Group's BMO Position: Q4 2021 in Review

MilWealth Group sold out of Bank of Montreal (BMO) in Q4 2021, closing a stake of 86 shares — an estimated $8.58K sold.

MilWealth Group first reported a position in BMO in Q3 2019 and held it in 9 quarters. The position peaked at $8.82K in Q2 2021. 488 funds tracked by Wall St. Rank hold BMO as of Q4 2021.

MilWealth Group reported no remaining Bank of Montreal position as of Q4 2021 after selling out during the quarter.
MilWealth Group sold 86 Bank of Montreal shares in Q4 2021, an estimated $8.58K.
MilWealth Group first reported a position in Bank of Montreal in Q3 2019 and held it in 9 quarters.
MilWealth Group's Bank of Montreal position peaked at $8.82K in Q2 2021.
488 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2021.

Based on MilWealth Group's 13F filing for Q4 2021, filed 9 May 2023.