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PRW Wealth Management’s Bank of Montreal BMO Stock Holding History

PRW 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
2021
Q3 		– Sell
-5,844
Closed -$599K – 117
2021
Q2 		$599K Buy
+5,844
New +$577K 0.18% 140

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

PRW Wealth Management's BMO Position: Q3 2021 in Review

PRW Wealth Management sold out of Bank of Montreal (BMO) in Q3 2021, closing a stake of 5,844 shares — an estimated $599K sold.

PRW Wealth Management first reported a position in BMO in Q2 2021 and held it in 1 quarter. The position peaked at $599K in Q2 2021. 457 funds tracked by Wall St. Rank hold BMO as of Q3 2021.

  • PRW Wealth Management reported no remaining Bank of Montreal position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 5,844 Bank of Montreal shares in Q3 2021, an estimated $599K.
  • PRW Wealth Management first reported a position in Bank of Montreal in Q2 2021 and held it in 1 quarter.
  • PRW Wealth Management's Bank of Montreal position peaked at $599K in Q2 2021.
  • 457 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.