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TrustCore Financial Services’s Bank of Montreal BMO Stock Holding History

TrustCore Financial Services’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
Q1 		– Sell
-172
Closed -$19K – 1032
2021
Q4 		$19K Hold
172
– – ﹤0.01% 610
2021
Q3 		$17K Buy
+172
New +$17.3K ﹤0.01% 669

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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

TrustCore Financial Services's BMO Position: Q1 2022 in Review

TrustCore Financial Services sold out of Bank of Montreal (BMO) in Q1 2022, closing a stake of 172 shares — an estimated $19K sold.

TrustCore Financial Services first reported a position in BMO in Q3 2021 and held it in 2 quarters. The position peaked at $19K in Q4 2021. 508 funds tracked by Wall St. Rank hold BMO as of Q1 2022.

  • TrustCore Financial Services reported no remaining Bank of Montreal position as of Q1 2022 after selling out during the quarter.
  • TrustCore Financial Services sold 172 Bank of Montreal shares in Q1 2022, an estimated $19K.
  • TrustCore Financial Services first reported a position in Bank of Montreal in Q3 2021 and held it in 2 quarters.
  • TrustCore Financial Services's Bank of Montreal position peaked at $19K in Q4 2021.
  • 508 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2022.

Based on TrustCore Financial Services's 13F filing for Q1 2022, filed 9 May 2022.