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 $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

TD Asset Management

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

Mackenzie Financial

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

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ)

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM