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Mirabella Financial Services’s Bank of Montreal BMO Stock Holding History

Mirabella Financial Services’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
-2,814
Closed -$251K – 498
2023
Q1 		$251K Buy
2,814
+58
+2% +$5.5K 0.04% 323
2022
Q4 		$249K Sell
2,756
-2,940
-52% -$272K 0.02% 294
2022
Q3 		$505K Buy
+5,696
New +$551K 0.05% 166

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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mirabella Financial Services's BMO Position: Q2 2023 in Review

Mirabella Financial Services sold out of Bank of Montreal (BMO) in Q2 2023, closing a stake of 2,814 shares — an estimated $251K sold.

Mirabella Financial Services first reported a position in BMO in Q3 2022 and held it in 3 quarters. The position peaked at $505K in Q3 2022. 469 funds tracked by Wall St. Rank hold BMO as of Q2 2023.

  • Mirabella Financial Services reported no remaining Bank of Montreal position as of Q2 2023 after selling out during the quarter.
  • Mirabella Financial Services sold 2,814 Bank of Montreal shares in Q2 2023, an estimated $251K.
  • Mirabella Financial Services first reported a position in Bank of Montreal in Q3 2022 and held it in 3 quarters.
  • Mirabella Financial Services's Bank of Montreal position peaked at $505K in Q3 2022.
  • 469 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2023.

Based on Mirabella Financial Services's 13F filing for Q2 2023, filed 7 Aug 2023.