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

Selective 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
Q2 		– Sell
-400
Closed -$47K – 761
2022
Q1 		$47K Buy
+400
New +$46.4K 0.02% 311

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Selective Wealth Management's BMO Position: Q2 2022 in Review

Selective Wealth Management sold out of Bank of Montreal (BMO) in Q2 2022, closing a stake of 400 shares — an estimated $47K sold.

Selective Wealth Management first reported a position in BMO in Q1 2022 and held it in 1 quarter. The position peaked at $47K in Q1 2022. 487 funds tracked by Wall St. Rank hold BMO as of Q2 2022.

  • Selective Wealth Management reported no remaining Bank of Montreal position as of Q2 2022 after selling out during the quarter.
  • Selective Wealth Management sold 400 Bank of Montreal shares in Q2 2022, an estimated $47K.
  • Selective Wealth Management first reported a position in Bank of Montreal in Q1 2022 and held it in 1 quarter.
  • Selective Wealth Management's Bank of Montreal position peaked at $47K in Q1 2022.
  • 487 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2022.

Based on Selective Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.