TRUE Private Wealth Advisors’s Bank of Montreal BMO Stock Holding History

TRUE Private Wealth Advisors’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
2021 Q1	–	Sell	-233	Closed	-$17K	–	288
2020 Q4	$17K	Buy	233 +2	+0.9%	+$137	﹤0.01%	463
2020 Q3	$13K	Buy	231 +2	+0.9%	+$116	﹤0.01%	460
2020 Q2	$12K	Buy	229 +2	+0.9%	+$102	﹤0.01%	460
2020 Q1	$11K	Buy	227 +2	+0.9%	+$136	﹤0.01%	430
2019 Q4	$17K	Buy	+225	New	+$16.9K	﹤0.01%	509
2019 Q3	–	Sell	-221	Closed	-$16K	–	276
2019 Q2	$16K	Buy	+221	New	+$16.9K	﹤0.01%	482
2018 Q4	–	Sell	-661	Closed	-$54.5K	–	313
2018 Q3	$54.5K	Buy	+661	New	+$53.2K	0.01%	449

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

TRUE Private Wealth Advisors's BMO Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Bank of Montreal (BMO) in Q1 2021, closing a stake of 233 shares — an estimated $17K sold.

TRUE Private Wealth Advisors first reported a position in BMO in Q3 2018 and held it in 7 quarters. The position peaked at $54.5K in Q3 2018. 406 funds tracked by Wall St. Rank hold BMO as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Bank of Montreal position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 233 Bank of Montreal shares in Q1 2021, an estimated $17K.
TRUE Private Wealth Advisors first reported a position in Bank of Montreal in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Bank of Montreal position peaked at $54.5K in Q3 2018.
406 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.