Sutton Wealth Advisors’s Bank of Montreal BMO Stock Holding History

Sutton Wealth Advisors’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 Q1	–	Sell	-628	Closed	-$56.9K	–	907
2022 Q4	$56.9K	Sell	628 -466	-43%	-$43.1K	0.02%	356
2022 Q3	$95.9K	Hold	1,094	–	–	0.04%	254
2022 Q2	$105K	Hold	1,094	–	–	0.04%	234
2022 Q1	$129K	Hold	1,094	–	–	0.04%	220
2021 Q4	$118K	Hold	1,094	–	–	0.04%	235
2021 Q3	$109K	Sell	1,094 -1	-0.1%	-$101	0.04%	239
2021 Q2	$112K	Hold	1,095	–	–	0.04%	239
2021 Q1	$97.6K	Hold	1,095	–	–	0.04%	246
2020 Q4	$83.3K	Sell	1,095 -7	-0.6%	-$479	0.04%	247
2020 Q3	$64.4K	Hold	1,102	–	–	0.03%	260
2020 Q2	$58.5K	Hold	1,102	–	–	0.03%	271
2020 Q1	$55.4K	Hold	1,102	–	–	0.03%	249
2019 Q4	$85.4K	Hold	1,102	–	–	0.04%	229
2019 Q3	$81.3K	Hold	1,102	–	–	0.05%	232
2019 Q2	$83.1K	Hold	1,102	–	–	0.05%	229
2019 Q1	$82.5K	Hold	1,102	–	–	0.05%	229
2018 Q4	$72K	Hold	1,102	–	–	0.05%	232
2018 Q3	$90.9K	Hold	1,102	–	–	0.06%	209
2018 Q2	$85.1K	Hold	1,102	–	–	0.06%	214
2018 Q1	$83.3K	Hold	1,102	–	–	0.06%	215
2017 Q4	$88.2K	Hold	1,102	–	–	0.06%	206
2017 Q3	$83.4K	Hold	1,102	–	–	0.06%	206
2017 Q2	$80.9K	Hold	1,102	–	–	0.06%	208
2017 Q1	$82.4K	Hold	1,102	–	–	0.07%	202
2016 Q4	$79.3K	Hold	1,102	–	–	0.07%	198
2016 Q3	$72.3K	Hold	1,102	–	–	0.07%	208
2016 Q2	$69.9K	Hold	1,102	–	–	0.07%	209
2016 Q1	$66.9K	Buy	+1,102	New	+$60.4K	0.06%	209

Other funds holding BMO

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

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

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

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

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

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

Sutton Wealth Advisors's BMO Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Bank of Montreal (BMO) in Q1 2023, closing a stake of 628 shares — an estimated $56.9K sold.

Sutton Wealth Advisors first reported a position in BMO in Q1 2016 and held it in 28 quarters. The position peaked at $129K in Q1 2022. 470 funds tracked by Wall St. Rank hold BMO as of Q1 2023.

Sutton Wealth Advisors reported no remaining Bank of Montreal position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 628 Bank of Montreal shares in Q1 2023, an estimated $56.9K.
Sutton Wealth Advisors first reported a position in Bank of Montreal in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's Bank of Montreal position peaked at $129K in Q1 2022.
470 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.