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Sowell Financial Services’s Bank of Montreal BMO Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-1,042
Closed -$101K – 801
2021
Q1 		$101K Buy
1,042
+8
+0.8% +$652 ﹤0.01% 1361
2020
Q4 		$79K Buy
1,034
+8
+0.8% +$548 ﹤0.01% 1243
2020
Q3 		$60K Buy
1,026
+10
+1% +$579 ﹤0.01% 1148
2020
Q2 		$54K Sell
1,016
-192
-16% -$9.79K ﹤0.01% 1145
2020
Q1 		$61K Buy
1,208
+9
+0.8% +$610 ﹤0.01% 982
2019
Q4 		$93K Sell
1,199
-125
-9% -$9.41K 0.01% 941
2019
Q3 		$98K Buy
+1,324
New +$96.5K 0.01% 836

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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sowell Financial Services's BMO Position: Q2 2021 in Review

Sowell Financial Services sold out of Bank of Montreal (BMO) in Q2 2021, closing a stake of 1,042 shares — an estimated $101K sold.

Sowell Financial Services first reported a position in BMO in Q3 2019 and held it in 7 quarters. The position peaked at $101K in Q1 2021. 441 funds tracked by Wall St. Rank hold BMO as of Q2 2021.

  • Sowell Financial Services reported no remaining Bank of Montreal position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,042 Bank of Montreal shares in Q2 2021, an estimated $101K.
  • Sowell Financial Services first reported a position in Bank of Montreal in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Bank of Montreal position peaked at $101K in Q1 2021.
  • 441 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.