Spire Wealth Management’s Bank of Montreal BMO Stock Holding History

Spire Wealth Management’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 Q2	–	Sell	-538	Closed	-$63K	–	2667
2022 Q1	$63K	Hold	538	–	–	﹤0.01%	1353
2021 Q4	$58K	Hold	538	–	–	﹤0.01%	1643
2021 Q3	$54K	Hold	538	–	–	﹤0.01%	1442
2021 Q2	$55K	Sell	538 -903	-63%	-$89.1K	﹤0.01%	1440
2021 Q1	$128K	Buy	+1,441	New	+$118K	﹤0.01%	1278

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Spire Wealth Management's BMO Position: Q2 2022 in Review

Spire Wealth Management sold out of Bank of Montreal (BMO) in Q2 2022, closing a stake of 538 shares — an estimated $63K sold.

Spire Wealth Management first reported a position in BMO in Q1 2021 and held it in 5 quarters. The position peaked at $128K in Q1 2021. 487 funds tracked by Wall St. Rank hold BMO as of Q2 2022.

Spire Wealth Management reported no remaining Bank of Montreal position as of Q2 2022 after selling out during the quarter.
Spire Wealth Management sold 538 Bank of Montreal shares in Q2 2022, an estimated $63K.
Spire Wealth Management first reported a position in Bank of Montreal in Q1 2021 and held it in 5 quarters.
Spire Wealth Management's Bank of Montreal position peaked at $128K in Q1 2021.
487 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.