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Obermeyer Wealth Partners’s Bank of Montreal BMO Stock Holding History

Obermeyer Wealth Partners’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
2022
Q3 		– Sell
-2,475
Closed -$238K – 217
2022
Q2 		$238K Buy
2,475
+250
+11% +$26.6K 0.02% 175
2022
Q1 		$262K Hold
2,225
– – 0.02% 186
2021
Q4 		$240K Hold
2,225
– – 0.01% 199
2021
Q3 		$222K Hold
2,225
– – 0.01% 201
2021
Q2 		$228K Buy
+2,225
New +$220K 0.01% 193
2017
Q3 		– Sell
-9,530
Closed -$700K – 119
2017
Q2 		$700K Buy
9,530
+735
+8% +$52K 0.06% 68
2017
Q1 		$658K Sell
8,795
-400
-4% -$30.2K 0.06% 66
2016
Q4 		$661K Sell
9,195
-2,099
-19% -$140K 0.06% 68
2016
Q3 		$741K Sell
11,294
-20
-0.2% -$1.3K 0.07% 62
2016
Q2 		$717K Buy
11,314
+184
+2% +$11.7K 0.07% 60
2016
Q1 		$675K Sell
11,130
-150
-1% -$8.22K 0.06% 61
2015
Q4 		$636K Sell
11,280
-660
-6% -$38K 0.06% 61
2015
Q3 		$651K Sell
11,940
-190
-2% -$10.4K 0.07% 61
2015
Q2 		$719K Hold
12,130
– – 0.06% 67
2015
Q1 		$727K Sell
12,130
-280
-2% -$17.4K 0.06% 77
2014
Q4 		$878K Buy
12,410
+820
+7% +$58.7K 0.08% 75
2014
Q3 		$853K Buy
11,590
+350
+3% +$26.3K 0.21% 35
2014
Q2 		$827K Buy
11,240
+775
+7% +$54K 0.2% 35
2014
Q1 		$701K Sell
10,465
-1,580
-13% -$103K 0.18% 37
2013
Q4 		$803K Sell
12,045
-550
-4% -$37.4K 0.2% 35
2013
Q3 		$842K Sell
12,595
-480
-4% -$30.1K 0.24% 33
2013
Q2 		$759K Buy
+13,075
New +$792K 0.21% 34

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Obermeyer Wealth Partners's BMO Position: Q3 2022 in Review

Obermeyer Wealth Partners sold out of Bank of Montreal (BMO) in Q3 2022, closing a stake of 2,475 shares — an estimated $238K sold.

Obermeyer Wealth Partners first reported a position in BMO in Q2 2013 and held it in 22 quarters. The position peaked at $878K in Q4 2014. 457 funds tracked by Wall St. Rank hold BMO as of Q3 2022.

  • Obermeyer Wealth Partners reported no remaining Bank of Montreal position as of Q3 2022 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 2,475 Bank of Montreal shares in Q3 2022, an estimated $238K.
  • Obermeyer Wealth Partners first reported a position in Bank of Montreal in Q2 2013 and held it in 22 quarters.
  • Obermeyer Wealth Partners's Bank of Montreal position peaked at $878K in Q4 2014.
  • 457 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2022.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2022, filed 9 Dec 2022.