Monograph Wealth Advisors’s Bank of Montreal BMO Stock Holding History

Monograph Wealth Advisors’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	-6,179	Closed	-$604K	–	119
2024 Q1	$604K	Buy	+6,179	New	+$583K	0.09%	86

Other funds holding BMO

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

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

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

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

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

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Monograph Wealth Advisors's BMO Position: Q2 2024 in Review

Monograph Wealth Advisors sold out of Bank of Montreal (BMO) in Q2 2024, closing a stake of 6,179 shares — an estimated $604K sold.

Monograph Wealth Advisors first reported a position in BMO in Q1 2024 and held it in 1 quarter. The position peaked at $604K in Q1 2024. 476 funds tracked by Wall St. Rank hold BMO as of Q2 2024.

Monograph Wealth Advisors reported no remaining Bank of Montreal position as of Q2 2024 after selling out during the quarter.
Monograph Wealth Advisors sold 6,179 Bank of Montreal shares in Q2 2024, an estimated $604K.
Monograph Wealth Advisors first reported a position in Bank of Montreal in Q1 2024 and held it in 1 quarter.
Monograph Wealth Advisors's Bank of Montreal position peaked at $604K in Q1 2024.
476 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2024.

Based on Monograph Wealth Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.