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Tradewinds LLC’s Bank of Montreal BMO Stock Holding History

Tradewinds LLC’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
-14,625
Closed -$484K – 131
2022
Q4 		$484K Buy
+14,625
New +$1.35M 0.31% 60

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Tradewinds LLC's BMO Position: Q1 2023 in Review

Tradewinds LLC sold out of Bank of Montreal (BMO) in Q1 2023, closing a stake of 14,625 shares — an estimated $484K sold.

Tradewinds LLC first reported a position in BMO in Q4 2022 and held it in 1 quarter. The position peaked at $484K in Q4 2022. 470 funds tracked by Wall St. Rank hold BMO as of Q1 2023.

  • Tradewinds LLC reported no remaining Bank of Montreal position as of Q1 2023 after selling out during the quarter.
  • Tradewinds LLC sold 14,625 Bank of Montreal shares in Q1 2023, an estimated $484K.
  • Tradewinds LLC first reported a position in Bank of Montreal in Q4 2022 and held it in 1 quarter.
  • Tradewinds LLC's Bank of Montreal position peaked at $484K in Q4 2022.
  • 470 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2023.

Based on Tradewinds LLC's 13F filing for Q1 2023, filed 6 Apr 2023.