TD Ameritrade Investment Management’s Bank of Montreal BMO Stock Holding History

TD Ameritrade Investment Management’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	-106	Closed	-$13K	–	611
2022 Q1	$13K	Buy	+106	New	+$12.3K	﹤0.01%	461
2021 Q4	–	Sell	-139	Closed	-$8K	–	619
2021 Q3	$8K	Buy	+139	New	+$14K	﹤0.01%	461
2020 Q4	–	Sell	-139	Closed	-$8K	–	627
2020 Q3	$8K	Buy	139 +9	+7%	+$521	﹤0.01%	461
2020 Q2	$7K	Sell	130 -6	-4%	-$306	﹤0.01%	463
2020 Q1	$7K	Buy	136 +14	+11%	+$949	﹤0.01%	453
2019 Q4	$9K	Buy	122 +60	+97%	+$4.52K	﹤0.01%	465
2019 Q3	$5K	Buy	62 +25	+68%	+$1.82K	﹤0.01%	511
2019 Q2	$3K	Buy	+37	New	+$2.83K	﹤0.01%	531

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 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

TD Ameritrade Investment Management's BMO Position: Q2 2022 in Review

TD Ameritrade Investment Management sold out of Bank of Montreal (BMO) in Q2 2022, closing a stake of 106 shares — an estimated $13K sold.

TD Ameritrade Investment Management first reported a position in BMO in Q2 2019 and held it in 8 quarters. The position peaked at $13K in Q1 2022. 488 funds tracked by Wall St. Rank hold BMO as of Q2 2022.

TD Ameritrade Investment Management reported no remaining Bank of Montreal position as of Q2 2022 after selling out during the quarter.
TD Ameritrade Investment Management sold 106 Bank of Montreal shares in Q2 2022, an estimated $13K.
TD Ameritrade Investment Management first reported a position in Bank of Montreal in Q2 2019 and held it in 8 quarters.
TD Ameritrade Investment Management's Bank of Montreal position peaked at $13K in Q1 2022.
488 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2022.

Based on TD Ameritrade Investment Management's 13F filing for Q2 2022, filed 9 Aug 2022.