REDW Wealth’s Bank of Montreal BMO Stock Holding History

REDW Wealth’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 Q4	–	Sell	-2,220	Closed	-$200K	–	110
2024 Q3	$200K	Buy	+2,220	New	+$189K	0.05%	162
2024 Q2	–	Sell	-2,220	Closed	-$217K	–	157
2024 Q1	$217K	Hold	2,220	–	–	0.06%	154
2023 Q4	$220K	Buy	+2,220	New	+$185K	0.06%	140
2023 Q3	–	Sell	-2,220	Closed	-$200K	–	143
2023 Q2	$200K	Buy	+2,220	New	+$196K	0.06%	138
2023 Q1	–	Sell	-2,220	Closed	-$201K	–	145
2022 Q4	$201K	Buy	+2,220	New	+$205K	0.07%	131
2022 Q3	–	Sell	-2,220	Closed	-$213K	–	112
2022 Q2	$213K	Hold	2,220	–	–	0.08%	109
2022 Q1	$262K	Hold	2,220	–	–	0.08%	105
2021 Q4	$239K	Hold	2,220	–	–	0.07%	107
2021 Q3	$221K	Hold	2,220	–	–	0.07%	108
2021 Q2	$228K	Buy	+2,220	New	+$219K	0.07%	107

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

REDW Wealth's BMO Position: Q4 2024 in Review

REDW Wealth sold out of Bank of Montreal (BMO) in Q4 2024, closing a stake of 2,220 shares — an estimated $200K sold.

REDW Wealth first reported a position in BMO in Q2 2021 and held it in 10 quarters. The position peaked at $262K in Q1 2022. 538 funds tracked by Wall St. Rank hold BMO as of Q4 2024.

REDW Wealth reported no remaining Bank of Montreal position as of Q4 2024 after selling out during the quarter.
REDW Wealth sold 2,220 Bank of Montreal shares in Q4 2024, an estimated $200K.
REDW Wealth first reported a position in Bank of Montreal in Q2 2021 and held it in 10 quarters.
REDW Wealth's Bank of Montreal position peaked at $262K in Q1 2022.
538 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2024.

Based on REDW Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.