Stonehage Fleming Financial Services’s Bank of Montreal BMO Stock Holding History

Stonehage Fleming 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
2024 Q3	–	Sell	-1,139	Closed	-$95.6K	–	222
2024 Q2	$95.6K	Buy	+1,139	New	+$103K	﹤0.01%	158
2024 Q1	–	Sell	-819	Closed	-$82.3K	–	194
2023 Q4	$82.3K	Buy	819 +426	+108%	+$35.6K	﹤0.01%	163
2023 Q3	$33.3K	Buy	+393	New	+$34.5K	﹤0.01%	200
2022 Q3	–	Sell	-393	Closed	-$38K	–	206
2022 Q2	$38K	Hold	393	–	–	﹤0.01%	202
2022 Q1	$46K	Hold	393	–	–	﹤0.01%	181
2021 Q4	$42K	Buy	393 +138	+54%	+$14.9K	﹤0.01%	192
2021 Q3	$25K	Hold	255	–	–	﹤0.01%	205
2021 Q2	$26K	Buy	+255	New	+$25.2K	﹤0.01%	185

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $61.3B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia

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

National Bank of Canada

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

Mackenzie Financial

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

Norges Bank Oslo, Norway $935B AUM

1832 Asset Management

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