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Triad Wealth Partners’s Bank of Montreal BMO Stock Holding History

Triad Wealth Partners’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
2024
Q3 		– Sell
-150
Closed -$12.6K – 158
2024
Q2 		$12.6K Buy
+150
New +$13.6K 0.01% 422

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Triad Wealth Partners's BMO Position: Q3 2024 in Review

Triad Wealth Partners sold out of Bank of Montreal (BMO) in Q3 2024, closing a stake of 150 shares — an estimated $12.6K sold.

Triad Wealth Partners first reported a position in BMO in Q2 2024 and held it in 1 quarter. The position peaked at $12.6K in Q2 2024. 470 funds tracked by Wall St. Rank hold BMO as of Q3 2024.

  • Triad Wealth Partners reported no remaining Bank of Montreal position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 150 Bank of Montreal shares in Q3 2024, an estimated $12.6K.
  • Triad Wealth Partners first reported a position in Bank of Montreal in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Bank of Montreal position peaked at $12.6K in Q2 2024.
  • 470 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.