TCWP’s Bank of Montreal BMO Stock Holding History

TCWP’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 Q2	–	Sell	-643	Closed	-$75K	–	462
2022 Q1	$75K	Buy	+643	New	+$74.5K	0.01%	405

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

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

TCWP's BMO Position: Q2 2022 in Review

TCWP sold out of Bank of Montreal (BMO) in Q2 2022, closing a stake of 643 shares — an estimated $75K sold.

TCWP first reported a position in BMO in Q1 2022 and held it in 1 quarter. The position peaked at $75K in Q1 2022. 487 funds tracked by Wall St. Rank hold BMO as of Q2 2022.

TCWP reported no remaining Bank of Montreal position as of Q2 2022 after selling out during the quarter.
TCWP sold 643 Bank of Montreal shares in Q2 2022, an estimated $75K.
TCWP first reported a position in Bank of Montreal in Q1 2022 and held it in 1 quarter.
TCWP's Bank of Montreal position peaked at $75K in Q1 2022.
487 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.