Venturi Wealth Management’s Bank of Montreal BMO Stock Holding History

Venturi Wealth Management’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
2025 Q1	–	Sell	-143	Closed	-$13.9K	–	727
2024 Q4	$13.9K	Buy	143 +9	+7%	+$851	﹤0.01%	1350
2024 Q3	$12.1K	Buy	134 +60	+81%	+$5.12K	﹤0.01%	1144
2024 Q2	$6.21K	Buy	74 +14	+23%	+$1.27K	﹤0.01%	1189
2024 Q1	$5.86K	Hold	60	–	–	﹤0.01%	1053
2023 Q4	$5.94K	Hold	60	–	–	﹤0.01%	996
2023 Q3	$5.06K	Hold	60	–	–	﹤0.01%	978
2023 Q2	$5.42K	Hold	60	–	–	﹤0.01%	740
2023 Q1	$5.35K	Buy	+60	New	+$5.69K	﹤0.01%	811
2021 Q3	–	Sell	-60	Closed	-$6K	–	309
2021 Q2	$6K	Buy	+60	New	+$5.92K	﹤0.01%	308

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $61.3B AUM 39.33% 1-Year Est. Return

National Bank of Canada

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

Norges Bank Oslo, Norway $935B AUM

Mackenzie Financial

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

Bank of Nova Scotia

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

Toronto Dominion Bank

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