TCTC Holdings’s Bank of Montreal BMO Stock Holding History

TCTC Holdings’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
2022 Q4	–	Sell	-51	Closed	-$4K	–	442
2022 Q3	$4K	Hold	51	–	–	﹤0.01%	385
2022 Q2	$5K	Hold	51	–	–	﹤0.01%	372
2022 Q1	$6K	Buy	+51	New	+$5.91K	﹤0.01%	370

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

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

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

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

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

TCTC Holdings's BMO Position: Q4 2022 in Review

TCTC Holdings sold out of Bank of Montreal (BMO) in Q4 2022, closing a stake of 51 shares — an estimated $4K sold.

TCTC Holdings first reported a position in BMO in Q1 2022 and held it in 3 quarters. The position peaked at $6K in Q1 2022. 478 funds tracked by Wall St. Rank hold BMO as of Q4 2022.

TCTC Holdings reported no remaining Bank of Montreal position as of Q4 2022 after selling out during the quarter.
TCTC Holdings sold 51 Bank of Montreal shares in Q4 2022, an estimated $4K.
TCTC Holdings first reported a position in Bank of Montreal in Q1 2022 and held it in 3 quarters.
TCTC Holdings's Bank of Montreal position peaked at $6K in Q1 2022.
478 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2022.

Based on TCTC Holdings's 13F filing for Q4 2022, filed 10 Feb 2023.