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Solidarity Wealth’s Bank of Montreal BMO Stock Holding History

Solidarity Wealth’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
-2,065
Closed -$208K – 119
2022
Q2 		$208K Hold
2,065
– – 0.11% 105
2022
Q1 		$237K Buy
+2,065
New +$239K 0.13% 106

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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Solidarity Wealth's BMO Position: Q3 2022 in Review

Solidarity Wealth sold out of Bank of Montreal (BMO) in Q3 2022, closing a stake of 2,065 shares — an estimated $208K sold.

Solidarity Wealth first reported a position in BMO in Q1 2022 and held it in 2 quarters. The position peaked at $237K in Q1 2022. 457 funds tracked by Wall St. Rank hold BMO as of Q3 2022.

  • Solidarity Wealth reported no remaining Bank of Montreal position as of Q3 2022 after selling out during the quarter.
  • Solidarity Wealth sold 2,065 Bank of Montreal shares in Q3 2022, an estimated $208K.
  • Solidarity Wealth first reported a position in Bank of Montreal in Q1 2022 and held it in 2 quarters.
  • Solidarity Wealth's Bank of Montreal position peaked at $237K in Q1 2022.
  • 457 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2022.

Based on Solidarity Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.