Perigon Wealth Management’s Bank of Montreal BMO Stock Holding History

Perigon Wealth Management’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
2021 Q1	–	Sell	-543	Closed	-$41K	–	556
2020 Q4	$41K	Buy	+543	New	+$37.2K	﹤0.01%	801
2018 Q2	–	Sell	-1,728	Closed	-$131K	–	280
2018 Q1	$131K	Buy	1,728 +719	+71%	+$56.6K	0.05%	207
2017 Q4	$81K	Buy	1,009 +2	+0.2%	+$156	0.03%	230
2017 Q3	$76K	Buy	1,007 +41	+4%	+$3.06K	0.02%	293
2017 Q2	$71K	Sell	966 -82	-8%	-$5.8K	0.02%	339
2017 Q1	$78K	Sell	1,048 -190	-15%	-$14.3K	0.02%	332
2016 Q4	$95K	Sell	1,238 -53	-4%	-$3.54K	0.02%	293
2016 Q3	$85K	Buy	+1,291	New	+$83.9K	0.02%	253

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Perigon Wealth Management's BMO Position: Q1 2021 in Review

Perigon Wealth Management sold out of Bank of Montreal (BMO) in Q1 2021, closing a stake of 543 shares — an estimated $41K sold.

Perigon Wealth Management first reported a position in BMO in Q3 2016 and held it in 8 quarters. The position peaked at $131K in Q1 2018. 406 funds tracked by Wall St. Rank hold BMO as of Q1 2021.

Perigon Wealth Management reported no remaining Bank of Montreal position as of Q1 2021 after selling out during the quarter.
Perigon Wealth Management sold 543 Bank of Montreal shares in Q1 2021, an estimated $41K.
Perigon Wealth Management first reported a position in Bank of Montreal in Q3 2016 and held it in 8 quarters.
Perigon Wealth Management's Bank of Montreal position peaked at $131K in Q1 2018.
406 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.