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Prio Wealth Limited Partnership’s Bank of Montreal BMO Stock Holding History

Prio Wealth Limited Partnership’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
2024
Q2 		– Sell
-2,331
Closed -$228K – 261
2024
Q1 		$228K Buy
+2,331
New +$220K 0.01% 256
2022
Q2 		– Sell
-1,917
Closed -$226K – 254
2022
Q1 		$226K Sell
1,917
-233
-11% -$27K 0.01% 250
2021
Q4 		$232K Hold
2,150
– – 0.01% 260
2021
Q3 		$214K Sell
2,150
-117
-5% -$11.8K 0.01% 265
2021
Q2 		$233K Hold
2,267
– – 0.01% 259
2021
Q1 		$202K Buy
+2,267
New +$185K 0.01% 266
2018
Q1 		– Sell
-2,769
Closed -$221K – 241
2017
Q4 		$221K Sell
2,769
-100
-3% -$7.8K 0.01% 225
2017
Q3 		$217K Hold
2,869
– – 0.01% 226
2017
Q2 		$210K Sell
2,869
-966
-25% -$68.4K 0.01% 233
2017
Q1 		$286K Sell
3,835
-267
-7% -$20.2K 0.01% 204
2016
Q4 		$295K Hold
4,102
– – 0.02% 205
2016
Q3 		$268K Sell
4,102
-433
-10% -$28.1K 0.01% 219
2016
Q2 		$287K Sell
4,535
-600
-12% -$38K 0.02% 210
2016
Q1 		$311K Sell
5,135
-200
-4% -$11K 0.02% 209
2015
Q4 		$301K Sell
5,335
-1,475
-22% -$84.8K 0.02% 211
2015
Q3 		$371K Sell
6,810
-4,425
-39% -$243K 0.02% 191
2015
Q2 		$666K Sell
11,235
-13,105
-54% -$823K 0.03% 165
2015
Q1 		$1.46M Sell
24,340
-4,281
-15% -$266K 0.07% 129
2014
Q4 		$2.02M Sell
28,621
-3,139
-10% -$225K 0.1% 117
2014
Q3 		$2.34M Sell
31,760
-2,065
-6% -$155K 0.12% 111
2014
Q2 		$2.49M Sell
33,825
-3,816
-10% -$266K 0.13% 111
2014
Q1 		$2.52M Sell
37,641
-2,190
-5% -$142K 0.13% 114
2013
Q4 		$2.65M Sell
39,831
-4,647
-10% -$316K 0.13% 114
2013
Q3 		$2.97M Sell
44,478
-65,959
-60% -$4.14M 0.17% 105
2013
Q2 		$6.41M Buy
+110,437
New +$6.69M 0.39% 81

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Prio Wealth Limited Partnership's BMO Position: Q2 2024 in Review

Prio Wealth Limited Partnership sold out of Bank of Montreal (BMO) in Q2 2024, closing a stake of 2,331 shares — an estimated $228K sold.

Prio Wealth Limited Partnership first reported a position in BMO in Q2 2013 and held it in 25 quarters. The position peaked at $6.41M in Q2 2013. 476 funds tracked by Wall St. Rank hold BMO as of Q2 2024.

  • Prio Wealth Limited Partnership reported no remaining Bank of Montreal position as of Q2 2024 after selling out during the quarter.
  • Prio Wealth Limited Partnership sold 2,331 Bank of Montreal shares in Q2 2024, an estimated $228K.
  • Prio Wealth Limited Partnership first reported a position in Bank of Montreal in Q2 2013 and held it in 25 quarters.
  • Prio Wealth Limited Partnership's Bank of Montreal position peaked at $6.41M in Q2 2013.
  • 476 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q2 2024, filed 10 Sep 2024.