Safeguard Financial’s Bank of Montreal BMO Stock Holding History

Safeguard Financial’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
2023 Q3	–	Sell	-251	Closed	-$22K	–	126
2023 Q2	$22K	Buy	+251	New	+$22.2K	0.01%	253

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Safeguard Financial's BMO Position: Q3 2023 in Review

Safeguard Financial sold out of Bank of Montreal (BMO) in Q3 2023, closing a stake of 251 shares — an estimated $22K sold.

Safeguard Financial first reported a position in BMO in Q2 2023 and held it in 1 quarter. The position peaked at $22K in Q2 2023. 455 funds tracked by Wall St. Rank hold BMO as of Q3 2023.

Safeguard Financial reported no remaining Bank of Montreal position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 251 Bank of Montreal shares in Q3 2023, an estimated $22K.
Safeguard Financial first reported a position in Bank of Montreal in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Bank of Montreal position peaked at $22K in Q2 2023.
455 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.