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Sheaff Brock Investment Advisors’s Bank of Montreal BMO Stock Holding History

Sheaff Brock 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
2022
Q1 		– Sell
-2,107
Closed -$227K – 539
2021
Q4 		$227K Buy
2,107
+1
+0% +$108 0.02% 460
2021
Q3 		$210K Buy
2,106
+2
+0.1% +$201 0.02% 479
2021
Q2 		$216K Buy
+2,104
New +$208K 0.02% 450

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Sheaff Brock Investment Advisors's BMO Position: Q1 2022 in Review

Sheaff Brock Investment Advisors sold out of Bank of Montreal (BMO) in Q1 2022, closing a stake of 2,107 shares — an estimated $227K sold.

Sheaff Brock Investment Advisors first reported a position in BMO in Q2 2021 and held it in 3 quarters. The position peaked at $227K in Q4 2021. 508 funds tracked by Wall St. Rank hold BMO as of Q1 2022.

  • Sheaff Brock Investment Advisors reported no remaining Bank of Montreal position as of Q1 2022 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 2,107 Bank of Montreal shares in Q1 2022, an estimated $227K.
  • Sheaff Brock Investment Advisors first reported a position in Bank of Montreal in Q2 2021 and held it in 3 quarters.
  • Sheaff Brock Investment Advisors's Bank of Montreal position peaked at $227K in Q4 2021.
  • 508 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2022.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2022, filed 6 May 2022.