Symmetry Partners’s Bank of Montreal BMO Stock Holding History

Symmetry Partners’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	-9,238	Closed	-$837K	–	550
2022 Q4	$837K	Hold	9,238	–	–	0.05%	205
2022 Q3	$810K	Hold	9,238	–	–	0.05%	200
2022 Q2	$888K	Hold	9,238	–	–	0.06%	192
2022 Q1	$1.09M	Hold	9,238	–	–	0.07%	180
2021 Q4	$987K	Sell	9,238 -87	-0.9%	-$9.38K	0.06%	215
2021 Q3	$956K	Buy	9,325 +83	+0.9%	+$8.36K	0.06%	230
2021 Q2	$947K	Hold	9,242	–	–	0.06%	242
2021 Q1	$824K	Buy	+9,242	New	+$754K	0.06%	250
2019 Q3	–	Sell	-6,878	Closed	-$521K	–	340
2019 Q2	$521K	Buy	+6,878	New	+$526K	0.11%	150

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

Symmetry Partners's BMO Position: Q1 2023 in Review

Symmetry Partners sold out of Bank of Montreal (BMO) in Q1 2023, closing a stake of 9,238 shares — an estimated $837K sold.

Symmetry Partners first reported a position in BMO in Q2 2019 and held it in 9 quarters. The position peaked at $1.09M in Q1 2022. 470 funds tracked by Wall St. Rank hold BMO as of Q1 2023.

Symmetry Partners reported no remaining Bank of Montreal position as of Q1 2023 after selling out during the quarter.
Symmetry Partners sold 9,238 Bank of Montreal shares in Q1 2023, an estimated $837K.
Symmetry Partners first reported a position in Bank of Montreal in Q2 2019 and held it in 9 quarters.
Symmetry Partners's Bank of Montreal position peaked at $1.09M in Q1 2022.
470 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2023.

Based on Symmetry Partners's 13F filing for Q1 2023, filed 3 Apr 2023.