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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ)

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM