Pinnacle Wealth Advisors’s Bank of Montreal BMO Stock Holding History

Pinnacle Wealth Advisors’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 Q2	$11.5M	Buy	+112,559	New	+$11.1M	0.47%	71

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Pinnacle Wealth Advisors's BMO Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Bank of Montreal (BMO) in Q2 2021: 112,559 shares worth $11.5M. The stake represents 0.47% of the portfolio and ranks #71 among its holdings.

439 funds tracked by Wall St. Rank hold BMO as of Q2 2021.

Pinnacle Wealth Advisors held 112,559 shares of Bank of Montreal worth $11.5M as of Q2 2021.
Bank of Montreal was a new Pinnacle Wealth Advisors position in Q2 2021.
Bank of Montreal made up 0.47% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #71 holding.
439 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.