Schubert & Co’s Bank of Montreal BMO Stock Holding History

Schubert & Co’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 Q2	–	Sell	-42	Closed	-$3.74K	–	231
2023 Q1	$3.74K	Sell	42 -51	-55%	-$4.84K	﹤0.01%	591
2022 Q4	$8.43K	Sell	93 -14	-13%	-$1.3K	0.01%	257
2022 Q3	$9K	Buy	107 +20	+23%	+$1.93K	0.01%	209
2022 Q2	$8K	Buy	+87	New	+$9.24K	0.01%	203

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

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

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

Schubert & Co's BMO Position: Q2 2023 in Review

Schubert & Co sold out of Bank of Montreal (BMO) in Q2 2023, closing a stake of 42 shares — an estimated $3.74K sold.

Schubert & Co first reported a position in BMO in Q2 2022 and held it in 4 quarters. The position peaked at $9K in Q3 2022. 469 funds tracked by Wall St. Rank hold BMO as of Q2 2023.

Schubert & Co reported no remaining Bank of Montreal position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 42 Bank of Montreal shares in Q2 2023, an estimated $3.74K.
Schubert & Co first reported a position in Bank of Montreal in Q2 2022 and held it in 4 quarters.
Schubert & Co's Bank of Montreal position peaked at $9K in Q3 2022.
469 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.