Money Concepts Capital’s Bank of Montreal BMO Stock Holding History

Money Concepts Capital’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	-200	Closed	-$18.1K	–	753
2022 Q4	$18.1K	Sell	200 -75	-27%	-$6.94K	﹤0.01%	1719
2022 Q3	$24K	Hold	275	–	–	﹤0.01%	864
2022 Q2	$27K	Buy	275 +200	+267%	+$21.3K	﹤0.01%	817
2022 Q1	$9K	Buy	+75	New	+$8.69K	﹤0.01%	1969

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Money Concepts Capital's BMO Position: Q1 2023 in Review

Money Concepts Capital sold out of Bank of Montreal (BMO) in Q1 2023, closing a stake of 200 shares — an estimated $18.1K sold.

Money Concepts Capital first reported a position in BMO in Q1 2022 and held it in 4 quarters. The position peaked at $27K in Q2 2022. 470 funds tracked by Wall St. Rank hold BMO as of Q1 2023.

Money Concepts Capital reported no remaining Bank of Montreal position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 200 Bank of Montreal shares in Q1 2023, an estimated $18.1K.
Money Concepts Capital first reported a position in Bank of Montreal in Q1 2022 and held it in 4 quarters.
Money Concepts Capital's Bank of Montreal position peaked at $27K in Q2 2022.
470 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.