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RegentAtlantic Capital’s Bank of Montreal BMO Stock Holding History

RegentAtlantic Capital’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
2022
Q2 		– Sell
-1,742
Closed -$206K – 677
2022
Q1 		$206K Buy
+1,742
New +$202K 0.01% 658
2015
Q1 		– Sell
-885
Closed -$62.6K – 425
2014
Q4 		$62.6K Buy
+885
New +$63.3K 0.01% 544

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

RegentAtlantic Capital's BMO Position: Q2 2022 in Review

RegentAtlantic Capital sold out of Bank of Montreal (BMO) in Q2 2022, closing a stake of 1,742 shares — an estimated $206K sold.

RegentAtlantic Capital first reported a position in BMO in Q4 2014 and held it in 2 quarters. The position peaked at $206K in Q1 2022. 487 funds tracked by Wall St. Rank hold BMO as of Q2 2022.

  • RegentAtlantic Capital reported no remaining Bank of Montreal position as of Q2 2022 after selling out during the quarter.
  • RegentAtlantic Capital sold 1,742 Bank of Montreal shares in Q2 2022, an estimated $206K.
  • RegentAtlantic Capital first reported a position in Bank of Montreal in Q4 2014 and held it in 2 quarters.
  • RegentAtlantic Capital's Bank of Montreal position peaked at $206K in Q1 2022.
  • 487 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2022.

Based on RegentAtlantic Capital's 13F filing for Q2 2022, filed 15 Aug 2022.