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

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

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

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

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

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Stonehage Fleming Financial Services's BMO Position: Q3 2024 in Review

Stonehage Fleming Financial Services sold out of Bank of Montreal (BMO) in Q3 2024, closing a stake of 1,139 shares — an estimated $95.6K sold.

Stonehage Fleming Financial Services first reported a position in BMO in Q2 2021 and held it in 8 quarters. The position peaked at $95.6K in Q2 2024. 470 funds tracked by Wall St. Rank hold BMO as of Q3 2024.

Stonehage Fleming Financial Services reported no remaining Bank of Montreal position as of Q3 2024 after selling out during the quarter.
Stonehage Fleming Financial Services sold 1,139 Bank of Montreal shares in Q3 2024, an estimated $95.6K.
Stonehage Fleming Financial Services first reported a position in Bank of Montreal in Q2 2021 and held it in 8 quarters.
Stonehage Fleming Financial Services's Bank of Montreal position peaked at $95.6K in Q2 2024.
470 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2024.

Based on Stonehage Fleming Financial Services's 13F filing for Q3 2024, filed 8 Nov 2024.