Northwest Investment Counselors’s Bank of Montreal BMO Stock Holding History

Northwest Investment Counselors’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 Q4	–	Sell	-150	Closed	-$12.7K	–	180
2023 Q3	$12.7K	Hold	150	–	–	﹤0.01%	361
2023 Q2	$13.5K	Hold	150	–	–	﹤0.01%	354
2023 Q1	$13.4K	Hold	150	–	–	﹤0.01%	369
2022 Q4	$13.6K	Hold	150	–	–	﹤0.01%	368
2022 Q3	$13K	Hold	150	–	–	﹤0.01%	337
2022 Q2	$14K	Hold	150	–	–	﹤0.01%	330
2022 Q1	$18K	Hold	150	–	–	﹤0.01%	325
2021 Q4	$16K	Buy	+150	New	+$16.2K	﹤0.01%	321
2020 Q4	–	Sell	-75	Closed	-$4K	–	175
2020 Q3	$4K	Buy	+75	New	+$4.34K	﹤0.01%	409

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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

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

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

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

Northwest Investment Counselors's BMO Position: Q4 2023 in Review

Northwest Investment Counselors sold out of Bank of Montreal (BMO) in Q4 2023, closing a stake of 150 shares — an estimated $12.7K sold.

Northwest Investment Counselors first reported a position in BMO in Q3 2020 and held it in 9 quarters. The position peaked at $18K in Q1 2022. 488 funds tracked by Wall St. Rank hold BMO as of Q4 2023.

Northwest Investment Counselors reported no remaining Bank of Montreal position as of Q4 2023 after selling out during the quarter.
Northwest Investment Counselors sold 150 Bank of Montreal shares in Q4 2023, an estimated $12.7K.
Northwest Investment Counselors first reported a position in Bank of Montreal in Q3 2020 and held it in 9 quarters.
Northwest Investment Counselors's Bank of Montreal position peaked at $18K in Q1 2022.
488 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2023.

Based on Northwest Investment Counselors's 13F filing for Q4 2023, filed 19 Jan 2024.