Summit Securities Group’s Bank of Montreal BMO Stock Holding History

Summit Securities Group’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 Q2	–	Sell	-1	Closed	–	–	893
2023 Q1	$0	Sell	1 -99	-99%	-$9.39K	﹤0.01%	843
2022 Q4	$9K	Hold	100	–	–	﹤0.01%	1042
2022 Q3	$9K	Sell	100 -2	-2%	-$193	﹤0.01%	797
2022 Q2	$10K	Buy	+102	New	+$10.8K	﹤0.01%	833
2016 Q1	–	Sell	-6,010	Closed	-$339K	–	165
2015 Q4	$339K	Buy	+6,010	New	+$346K	0.11%	132
2014 Q4	–	Sell	-900	Closed	-$66K	–	616
2014 Q3	$66K	Buy	+900	New	+$67.7K	0.02%	360

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 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

National Bank of Canada

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

Toronto Dominion Bank

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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return