PFG Private Wealth Management’s Bank of Montreal BMO Stock Holding History

PFG Private 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
2023 Q1	–	Sell	-34	Closed	-$3K	–	298
2022 Q4	$3K	Hold	34	–	–	﹤0.01%	256
2022 Q3	$3K	Hold	34	–	–	﹤0.01%	243
2022 Q2	$3K	Hold	34	–	–	﹤0.01%	251
2022 Q1	$4K	Hold	34	–	–	﹤0.01%	227
2021 Q4	$4K	Hold	34	–	–	﹤0.01%	231
2021 Q3	$3K	Buy	+34	New	+$3.42K	﹤0.01%	236

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

PFG Private Wealth Management's BMO Position: Q1 2023 in Review

PFG Private Wealth Management sold out of Bank of Montreal (BMO) in Q1 2023, closing a stake of 34 shares — an estimated $3K sold.

PFG Private Wealth Management first reported a position in BMO in Q3 2021 and held it in 6 quarters. The position peaked at $4K in Q1 2022. 470 funds tracked by Wall St. Rank hold BMO as of Q1 2023.

PFG Private Wealth Management reported no remaining Bank of Montreal position as of Q1 2023 after selling out during the quarter.
PFG Private Wealth Management sold 34 Bank of Montreal shares in Q1 2023, an estimated $3K.
PFG Private Wealth Management first reported a position in Bank of Montreal in Q3 2021 and held it in 6 quarters.
PFG Private Wealth Management's Bank of Montreal position peaked at $4K in Q1 2022.
470 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.