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Spectrum Management Group’s Bank of Montreal BMO Stock Holding History

Spectrum Management Group’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 		$4K Hold
51
– – ﹤0.01% 211
2022
Q2 		$5K Hold
51
– – ﹤0.01% 209
2022
Q1 		$6K Buy
+51
New +$5.91K ﹤0.01% 272

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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 $69.7B AUM 40.86% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Spectrum Management Group's BMO Position: Q3 2022 in Review

Spectrum Management Group held its Bank of Montreal (BMO) position steady in Q3 2022 at 51 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #211.

Spectrum Management Group first reported a position in BMO in Q1 2022 and has held it in 3 quarters since. The position peaked at $6K in Q1 2022. 457 funds tracked by Wall St. Rank hold BMO as of Q3 2022.

  • Spectrum Management Group held 51 shares of Bank of Montreal worth $4K as of Q3 2022.
  • Spectrum Management Group left its Bank of Montreal share count unchanged in Q3 2022.
  • Bank of Montreal made up ﹤0.01% of Spectrum Management Group's portfolio in Q3 2022, its #211 holding.
  • Spectrum Management Group first reported a position in Bank of Montreal in Q1 2022 and has held it in 3 quarters since.
  • Spectrum Management Group's Bank of Montreal position peaked at $6K in Q1 2022.
  • 457 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2022.

Based on Spectrum Management Group's 13F filing for Q3 2022, filed 1 Nov 2022.