PCA Investment Advisory Services’s Bank of Montreal BMO Stock Holding History

PCA Investment Advisory Services’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 Q3	–	Sell	-286	Closed	-$25.8K	–	141
2023 Q2	$25.8K	Buy	+286	New	+$25.3K	0.02%	324

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

PCA Investment Advisory Services's BMO Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of Bank of Montreal (BMO) in Q3 2023, closing a stake of 286 shares — an estimated $25.8K sold.

PCA Investment Advisory Services first reported a position in BMO in Q2 2023 and held it in 1 quarter. The position peaked at $25.8K in Q2 2023. 456 funds tracked by Wall St. Rank hold BMO as of Q3 2023.

PCA Investment Advisory Services reported no remaining Bank of Montreal position as of Q3 2023 after selling out during the quarter.
PCA Investment Advisory Services sold 286 Bank of Montreal shares in Q3 2023, an estimated $25.8K.
PCA Investment Advisory Services first reported a position in Bank of Montreal in Q2 2023 and held it in 1 quarter.
PCA Investment Advisory Services's Bank of Montreal position peaked at $25.8K in Q2 2023.
456 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.