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

Sugarloaf 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
2023 Q4	–	Sell	-33	Closed	-$2.78K	–	688
2023 Q3	$2.78K	Hold	33	–	–	﹤0.01%	583
2023 Q2	$2.98K	Hold	33	–	–	﹤0.01%	588
2023 Q1	$2.94K	Hold	33	–	–	﹤0.01%	585
2022 Q4	$2.99K	Hold	33	–	–	﹤0.01%	634
2022 Q3	$3K	Hold	33	–	–	﹤0.01%	662
2022 Q2	$3K	Hold	33	–	–	﹤0.01%	652
2022 Q1	$4K	Hold	33	–	–	﹤0.01%	581
2021 Q4	$4K	Hold	33	–	–	﹤0.01%	608
2021 Q3	$3K	Hold	33	–	–	﹤0.01%	645
2021 Q2	$3K	Hold	33	–	–	﹤0.01%	639
2021 Q1	$3	Hold	33	–	–	﹤0.01%	628
2020 Q4	$3K	Hold	33	–	–	﹤0.01%	590
2020 Q3	$2K	Hold	33	–	–	﹤0.01%	606
2020 Q2	$2K	Hold	33	–	–	﹤0.01%	598
2020 Q1	$3K	Hold	33	–	–	﹤0.01%	560
2019 Q4	$3K	Buy	+33	New	+$2.48K	﹤0.01%	594

Other funds holding BMO

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B 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 $245B AUM 31.4% 1-Year Est. Return

TD Asset Management

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

Mackenzie Financial

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

Bank of Nova Scotia

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

CIBC World Market

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

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Toronto Dominion Bank

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