Ranch Capital Advisors’s Bank of Montreal BMO Stock Holding History

Ranch Capital 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 Q4	–	Sell	-63	Closed	-$6K	–	206
2021 Q3	$6K	Hold	63	–	–	﹤0.01%	523
2021 Q2	$6K	Hold	63	–	–	﹤0.01%	720
2021 Q1	$5K	Hold	63	–	–	﹤0.01%	735
2020 Q4	$4K	Hold	63	–	–	﹤0.01%	748
2020 Q3	$3K	Sell	63 -125	-66%	-$7.24K	﹤0.01%	753
2020 Q2	$10K	Hold	188	–	–	0.01%	621
2020 Q1	$9K	Hold	188	–	–	0.01%	610
2019 Q4	$15K	Buy	+188	New	+$14.2K	0.01%	571

Other funds holding BMO

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ranch Capital Advisors's BMO Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Bank of Montreal (BMO) in Q4 2021, closing a stake of 63 shares — an estimated $6K sold.

Ranch Capital Advisors first reported a position in BMO in Q4 2019 and held it in 8 quarters. The position peaked at $15K in Q4 2019. 488 funds tracked by Wall St. Rank hold BMO as of Q4 2021.

Ranch Capital Advisors reported no remaining Bank of Montreal position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 63 Bank of Montreal shares in Q4 2021, an estimated $6K.
Ranch Capital Advisors first reported a position in Bank of Montreal in Q4 2019 and held it in 8 quarters.
Ranch Capital Advisors's Bank of Montreal position peaked at $15K in Q4 2019.
488 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.