Moisand Fitzgerald Tamayo’s Bank of Montreal BMO Stock Holding History

Moisand Fitzgerald Tamayo’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
2024 Q2	–	Sell	-1	Closed	-$98	–	598
2024 Q1	$98	Hold	1	–	–	﹤0.01%	565
2023 Q4	$99	Hold	1	–	–	﹤0.01%	636
2023 Q3	$85	Hold	1	–	–	﹤0.01%	742
2023 Q2	$91	Hold	1	–	–	﹤0.01%	736
2023 Q1	$90	Hold	1	–	–	﹤0.01%	769
2022 Q4	$91	Hold	1	–	–	﹤0.01%	757
2022 Q3	$0	Hold	1	–	–	﹤0.01%	715
2022 Q2	$0	Buy	+1	New	+$106	﹤0.01%	599

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

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Moisand Fitzgerald Tamayo's BMO Position: Q2 2024 in Review

Moisand Fitzgerald Tamayo sold out of Bank of Montreal (BMO) in Q2 2024, closing a stake of 1 share — an estimated $98 sold.

Moisand Fitzgerald Tamayo first reported a position in BMO in Q2 2022 and held it in 8 quarters. The position peaked at $99 in Q4 2023. 477 funds tracked by Wall St. Rank hold BMO as of Q2 2024.

Moisand Fitzgerald Tamayo reported no remaining Bank of Montreal position as of Q2 2024 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 1 Bank of Montreal share in Q2 2024, an estimated $98.
Moisand Fitzgerald Tamayo first reported a position in Bank of Montreal in Q2 2022 and held it in 8 quarters.
Moisand Fitzgerald Tamayo's Bank of Montreal position peaked at $99 in Q4 2023.
477 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2024, filed 31 Jul 2024.