SeaCrest Wealth Management’s Bank of Montreal BMO Stock Holding History

SeaCrest Wealth Management’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 Q3	–	Sell	-605	Closed	-$58K	–	735
2022 Q2	$58K	Buy	+605	New	+$64.3K	0.01%	1049
2019 Q2	–	Sell	-510	Closed	-$38K	–	679
2019 Q1	$38K	Hold	510	–	–	0.01%	1032
2018 Q4	$33K	Hold	510	–	–	0.01%	1037
2018 Q3	$42K	Hold	510	–	–	0.01%	1067
2018 Q2	$39K	Sell	510 -124	-20%	-$9.55K	0.01%	1075
2018 Q1	$48K	Hold	634	–	–	0.01%	966
2017 Q4	$51K	Buy	+634	New	+$49.4K	0.01%	951

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

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

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

SeaCrest Wealth Management's BMO Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Bank of Montreal (BMO) in Q3 2022, closing a stake of 605 shares — an estimated $58K sold.

SeaCrest Wealth Management first reported a position in BMO in Q4 2017 and held it in 7 quarters. The position peaked at $58K in Q2 2022. 457 funds tracked by Wall St. Rank hold BMO as of Q3 2022.

SeaCrest Wealth Management reported no remaining Bank of Montreal position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 605 Bank of Montreal shares in Q3 2022, an estimated $58K.
SeaCrest Wealth Management first reported a position in Bank of Montreal in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Bank of Montreal position peaked at $58K in Q2 2022.
457 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.