Southland Equity Partners’s Bank of Montreal BMO Stock Holding History

Southland Equity Partners’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 Q3	–	Sell	-2,843	Closed	-$238K	–	224
2024 Q2	$238K	Sell	2,843 -22	-0.8%	-$2K	0.07%	187
2024 Q1	$280K	Buy	2,865 +93	+3%	+$8.78K	0.08%	174
2023 Q4	$274K	Buy	2,772 +50	+2%	+$4.17K	0.09%	155
2023 Q3	$230K	Buy	2,722 +10	+0.4%	+$879	0.08%	170
2023 Q2	$245K	Buy	+2,712	New	+$240K	0.08%	164
2022 Q2	–	Sell	-2,015	Closed	-$238K	–	164
2022 Q1	$238K	Buy	2,015 +50	+3%	+$5.8K	0.1%	154
2021 Q4	$212K	Buy	+1,965	New	+$212K	0.09%	162

Other funds holding BMO

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Southland Equity Partners's BMO Position: Q3 2024 in Review

Southland Equity Partners sold out of Bank of Montreal (BMO) in Q3 2024, closing a stake of 2,843 shares — an estimated $238K sold.

Southland Equity Partners first reported a position in BMO in Q4 2021 and held it in 7 quarters. The position peaked at $280K in Q1 2024. 469 funds tracked by Wall St. Rank hold BMO as of Q3 2024.

Southland Equity Partners reported no remaining Bank of Montreal position as of Q3 2024 after selling out during the quarter.
Southland Equity Partners sold 2,843 Bank of Montreal shares in Q3 2024, an estimated $238K.
Southland Equity Partners first reported a position in Bank of Montreal in Q4 2021 and held it in 7 quarters.
Southland Equity Partners's Bank of Montreal position peaked at $280K in Q1 2024.
469 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2024.

Based on Southland Equity Partners's 13F filing for Q3 2024, filed 15 Oct 2024.