Sierra Summit Advisors’s Bank of Montreal BMO Stock Holding History

Sierra Summit 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
2024 Q2	–	Sell	-2,884	Closed	-$282K	–	144
2024 Q1	$282K	Buy	2,884 +126	+5%	+$11.9K	0.08%	131
2023 Q4	$273K	Buy	+2,758	New	+$230K	0.08%	146

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sierra Summit Advisors's BMO Position: Q2 2024 in Review

Sierra Summit Advisors sold out of Bank of Montreal (BMO) in Q2 2024, closing a stake of 2,884 shares — an estimated $282K sold.

Sierra Summit Advisors first reported a position in BMO in Q4 2023 and held it in 2 quarters. The position peaked at $282K in Q1 2024. 477 funds tracked by Wall St. Rank hold BMO as of Q2 2024.

Sierra Summit Advisors reported no remaining Bank of Montreal position as of Q2 2024 after selling out during the quarter.
Sierra Summit Advisors sold 2,884 Bank of Montreal shares in Q2 2024, an estimated $282K.
Sierra Summit Advisors first reported a position in Bank of Montreal in Q4 2023 and held it in 2 quarters.
Sierra Summit Advisors's Bank of Montreal position peaked at $282K in Q1 2024.
477 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2024.

Based on Sierra Summit Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.