Retirement Group’s Bank of Montreal BMO Stock Holding History

Retirement Group’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 Q4	–	Sell	-95	Closed	-$8K	–	638
2022 Q3	$8K	Buy	+95	New	+$9.19K	0.01%	276
2022 Q1	–	Sell	-95	Closed	-$10K	–	744
2021 Q4	$10K	Buy	+95	New	+$10.2K	﹤0.01%	433

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

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Retirement Group's BMO Position: Q4 2022 in Review

Retirement Group sold out of Bank of Montreal (BMO) in Q4 2022, closing a stake of 95 shares — an estimated $8K sold.

Retirement Group first reported a position in BMO in Q4 2021 and held it in 2 quarters. The position peaked at $10K in Q4 2021. 478 funds tracked by Wall St. Rank hold BMO as of Q4 2022.

Retirement Group reported no remaining Bank of Montreal position as of Q4 2022 after selling out during the quarter.
Retirement Group sold 95 Bank of Montreal shares in Q4 2022, an estimated $8K.
Retirement Group first reported a position in Bank of Montreal in Q4 2021 and held it in 2 quarters.
Retirement Group's Bank of Montreal position peaked at $10K in Q4 2021.
478 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2022.

Based on Retirement Group's 13F filing for Q4 2022, filed 15 Feb 2023.