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V Wealth Advisors’s Bank of Montreal BMO Stock Holding History

V 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
2022
Q2 		– Sell
-1,754
Closed -$207K – 413
2022
Q1 		$207K Buy
+1,754
New +$203K 0.03% 417

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

V Wealth Advisors's BMO Position: Q2 2022 in Review

V Wealth Advisors sold out of Bank of Montreal (BMO) in Q2 2022, closing a stake of 1,754 shares — an estimated $207K sold.

V Wealth Advisors first reported a position in BMO in Q1 2022 and held it in 1 quarter. The position peaked at $207K in Q1 2022. 487 funds tracked by Wall St. Rank hold BMO as of Q2 2022.

  • V Wealth Advisors reported no remaining Bank of Montreal position as of Q2 2022 after selling out during the quarter.
  • V Wealth Advisors sold 1,754 Bank of Montreal shares in Q2 2022, an estimated $207K.
  • V Wealth Advisors first reported a position in Bank of Montreal in Q1 2022 and held it in 1 quarter.
  • V Wealth Advisors's Bank of Montreal position peaked at $207K in Q1 2022.
  • 487 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2022.

Based on V Wealth Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.