Schechter Investment Advisors’s Bank of Montreal BMO Stock Holding History

Schechter Investment 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
2025 Q1	–	Sell	-2,182	Closed	-$212K	–	639
2024 Q4	$212K	Buy	+2,182	New	+$206K	0.02%	562
2024 Q3	–	Sell	-3,132	Closed	-$263K	–	678
2024 Q2	$263K	Sell	3,132 -318	-9%	-$28.9K	0.02%	500
2024 Q1	$337K	Buy	3,450 +289	+9%	+$27.3K	0.03%	475
2023 Q4	$313K	Buy	3,161 +116	+4%	+$9.68K	0.03%	455
2023 Q3	$257K	Buy	+3,045	New	+$268K	0.02%	488
2023 Q2	–	Sell	-3,262	Closed	-$291K	–	677
2023 Q1	$291K	Sell	3,262 -10	-0.3%	-$949	0.03%	528
2022 Q4	$296K	Buy	3,272 +320	+11%	+$29.6K	0.03%	635
2022 Q3	$259K	Buy	+2,952	New	+$285K	0.03%	757
2022 Q2	–	Sell	-2,267	Closed	-$267K	–	959
2022 Q1	$267K	Buy	2,267 +393	+21%	+$45.6K	0.02%	748
2021 Q4	$202K	Buy	+1,874	New	+$202K	0.02%	798

Other funds holding BMO

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Schechter Investment Advisors's BMO Position: Q1 2025 in Review

Schechter Investment Advisors sold out of Bank of Montreal (BMO) in Q1 2025, closing a stake of 2,182 shares — an estimated $212K sold.

Schechter Investment Advisors first reported a position in BMO in Q4 2021 and held it in 10 quarters. The position peaked at $337K in Q1 2024. 556 funds tracked by Wall St. Rank hold BMO as of Q1 2025.

Schechter Investment Advisors reported no remaining Bank of Montreal position as of Q1 2025 after selling out during the quarter.
Schechter Investment Advisors sold 2,182 Bank of Montreal shares in Q1 2025, an estimated $212K.
Schechter Investment Advisors first reported a position in Bank of Montreal in Q4 2021 and held it in 10 quarters.
Schechter Investment Advisors's Bank of Montreal position peaked at $337K in Q1 2024.
556 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.