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Monaco Asset Management’s Bank of Montreal BMO Stock Holding History

Monaco Asset 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
2023
Q1 		– Sell
-44,700
Closed -$4.24M – 72
2022
Q4 		$4.05M Buy
+44,700
New +$4.14M 1.22% 26

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Monaco Asset Management's BMO Position: Q1 2023 in Review

Monaco Asset Management sold out of Bank of Montreal (BMO) in Q1 2023, closing a stake of 44,700 shares — an estimated $4.24M sold.

Monaco Asset Management first reported a position in BMO in Q4 2022 and held it in 1 quarter. The position peaked at $4.05M in Q4 2022. 470 funds tracked by Wall St. Rank hold BMO as of Q1 2023.

  • Monaco Asset Management reported no remaining Bank of Montreal position as of Q1 2023 after selling out during the quarter.
  • Monaco Asset Management sold 44,700 Bank of Montreal shares in Q1 2023, an estimated $4.24M.
  • Monaco Asset Management first reported a position in Bank of Montreal in Q4 2022 and held it in 1 quarter.
  • Monaco Asset Management's Bank of Montreal position peaked at $4.05M in Q4 2022.
  • 470 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2023.

Based on Monaco Asset Management's 13F filing for Q1 2023, filed 11 May 2023.