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Venture Visionary Partners’s Bank of Montreal BMO Stock Holding History

Venture Visionary Partners’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
Q3 		– Sell
-692
Closed -$66.5K – 587
2022
Q2 		$66.5K Buy
+692
New +$73.5K 0.01% 723

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Venture Visionary Partners's BMO Position: Q3 2022 in Review

Venture Visionary Partners sold out of Bank of Montreal (BMO) in Q3 2022, closing a stake of 692 shares — an estimated $66.5K sold.

Venture Visionary Partners first reported a position in BMO in Q2 2022 and held it in 1 quarter. The position peaked at $66.5K in Q2 2022. 457 funds tracked by Wall St. Rank hold BMO as of Q3 2022.

  • Venture Visionary Partners reported no remaining Bank of Montreal position as of Q3 2022 after selling out during the quarter.
  • Venture Visionary Partners sold 692 Bank of Montreal shares in Q3 2022, an estimated $66.5K.
  • Venture Visionary Partners first reported a position in Bank of Montreal in Q2 2022 and held it in 1 quarter.
  • Venture Visionary Partners's Bank of Montreal position peaked at $66.5K in Q2 2022.
  • 457 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2022.

Based on Venture Visionary Partners's 13F filing for Q3 2022, filed 14 Nov 2022.