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

Personal 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
2021 Q3	–	Sell	-33	Closed	-$3K	–	113
2021 Q2	$3K	Buy	+33	New	+$3.26K	﹤0.01%	350
2020 Q1	–	Sell	-33	Closed	-$3K	–	125
2019 Q4	$3K	Hold	33	–	–	﹤0.01%	306
2019 Q3	$2K	Hold	33	–	–	﹤0.01%	343
2019 Q2	$2K	Buy	+33	New	+$2.52K	﹤0.01%	271

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Personal Wealth Partners's BMO Position: Q3 2021 in Review

Personal Wealth Partners sold out of Bank of Montreal (BMO) in Q3 2021, closing a stake of 33 shares — an estimated $3K sold.

Personal Wealth Partners first reported a position in BMO in Q2 2019 and held it in 4 quarters. The position peaked at $3K in Q2 2021. 459 funds tracked by Wall St. Rank hold BMO as of Q3 2021.

Personal Wealth Partners reported no remaining Bank of Montreal position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 33 Bank of Montreal shares in Q3 2021, an estimated $3K.
Personal Wealth Partners first reported a position in Bank of Montreal in Q2 2019 and held it in 4 quarters.
Personal Wealth Partners's Bank of Montreal position peaked at $3K in Q2 2021.
459 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.