Private Ocean’s Bank of Montreal BMO Stock Holding History

Private Ocean’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	-73	Closed	-$7.13K	–	628
2024 Q1	$7.13K	Hold	73	–	–	﹤0.01%	393
2023 Q4	$7.22K	Hold	73	–	–	﹤0.01%	392
2023 Q3	$6.16K	Hold	73	–	–	﹤0.01%	390
2023 Q2	$6.59K	Hold	73	–	–	﹤0.01%	415
2023 Q1	$6.5K	Buy	+73	New	+$6.93K	﹤0.01%	437

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Private Ocean's BMO Position: Q2 2024 in Review

Private Ocean sold out of Bank of Montreal (BMO) in Q2 2024, closing a stake of 73 shares — an estimated $7.13K sold.

Private Ocean first reported a position in BMO in Q1 2023 and held it in 5 quarters. The position peaked at $7.22K in Q4 2023. 477 funds tracked by Wall St. Rank hold BMO as of Q2 2024.

Private Ocean reported no remaining Bank of Montreal position as of Q2 2024 after selling out during the quarter.
Private Ocean sold 73 Bank of Montreal shares in Q2 2024, an estimated $7.13K.
Private Ocean first reported a position in Bank of Montreal in Q1 2023 and held it in 5 quarters.
Private Ocean's Bank of Montreal position peaked at $7.22K in Q4 2023.
477 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.