U.S. Capital Wealth Advisors’s Bank of Montreal BMO Stock Holding History

U.S. Capital 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
2023 Q1	–	Sell	-155	Closed	-$14K	–	752
2022 Q4	$14K	Buy	+155	New	+$14.3K	﹤0.01%	1195

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

U.S. Capital Wealth Advisors's BMO Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Bank of Montreal (BMO) in Q1 2023, closing a stake of 155 shares — an estimated $14K sold.

U.S. Capital Wealth Advisors first reported a position in BMO in Q4 2022 and held it in 1 quarter. The position peaked at $14K in Q4 2022. 470 funds tracked by Wall St. Rank hold BMO as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Bank of Montreal position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 155 Bank of Montreal shares in Q1 2023, an estimated $14K.
U.S. Capital Wealth Advisors first reported a position in Bank of Montreal in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Bank of Montreal position peaked at $14K in Q4 2022.
470 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.