Syverson Strege & Co’s Bank of Montreal BMO Stock Holding History

Syverson Strege & Co’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	-145	Closed	-$12.9K	–	134
2023 Q1	$12.9K	Buy	+145	New	+$13.8K	0.01%	224

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Syverson Strege & Co's BMO Position: Q2 2023 in Review

Syverson Strege & Co sold out of Bank of Montreal (BMO) in Q2 2023, closing a stake of 145 shares — an estimated $12.9K sold.

Syverson Strege & Co first reported a position in BMO in Q1 2023 and held it in 1 quarter. The position peaked at $12.9K in Q1 2023. 469 funds tracked by Wall St. Rank hold BMO as of Q2 2023.

Syverson Strege & Co reported no remaining Bank of Montreal position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 145 Bank of Montreal shares in Q2 2023, an estimated $12.9K.
Syverson Strege & Co first reported a position in Bank of Montreal in Q1 2023 and held it in 1 quarter.
Syverson Strege & Co's Bank of Montreal position peaked at $12.9K in Q1 2023.
469 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.