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	–	686
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	$3K	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 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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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

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

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

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

Sugarloaf Wealth Management's BMO Position: Q4 2023 in Review

Sugarloaf Wealth Management sold out of Bank of Montreal (BMO) in Q4 2023, closing a stake of 33 shares — an estimated $2.78K sold.

Sugarloaf Wealth Management first reported a position in BMO in Q4 2019 and held it in 16 quarters. The position peaked at $4K in Q1 2022. 488 funds tracked by Wall St. Rank hold BMO as of Q4 2023.

Sugarloaf Wealth Management reported no remaining Bank of Montreal position as of Q4 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 33 Bank of Montreal shares in Q4 2023, an estimated $2.78K.
Sugarloaf Wealth Management first reported a position in Bank of Montreal in Q4 2019 and held it in 16 quarters.
Sugarloaf Wealth Management's Bank of Montreal position peaked at $4K in Q1 2022.
488 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.