Sigma Planning Corp’s Bank of Montreal BMO Stock Holding History

Sigma Planning Corp’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 Q3	–	Sell	-2,359	Closed	-$213K	–	1208
2023 Q2	$213K	Sell	2,359 -451	-16%	-$39.9K	0.01%	1071
2023 Q1	$250K	Buy	+2,810	New	+$267K	0.01%	1076

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

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

Sigma Planning Corp's BMO Position: Q3 2023 in Review

Sigma Planning Corp sold out of Bank of Montreal (BMO) in Q3 2023, closing a stake of 2,359 shares — an estimated $213K sold.

Sigma Planning Corp first reported a position in BMO in Q1 2023 and held it in 2 quarters. The position peaked at $250K in Q1 2023. 455 funds tracked by Wall St. Rank hold BMO as of Q3 2023.

Sigma Planning Corp reported no remaining Bank of Montreal position as of Q3 2023 after selling out during the quarter.
Sigma Planning Corp sold 2,359 Bank of Montreal shares in Q3 2023, an estimated $213K.
Sigma Planning Corp first reported a position in Bank of Montreal in Q1 2023 and held it in 2 quarters.
Sigma Planning Corp's Bank of Montreal position peaked at $250K in Q1 2023.
455 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2023.

Based on Sigma Planning Corp's 13F filing for Q3 2023, filed 6 Nov 2023.