Veritable’s Bank of Montreal BMO Stock Holding History

Veritable’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	-7,542	Closed	-$812K	–	912
2021 Q4	$812K	Hold	7,542	–	–	0.01%	445
2021 Q3	$752K	Buy	+7,542	New	+$759K	0.01%	450
2019 Q3	–	Sell	-2,666	Closed	-$201K	–	801
2019 Q2	$201K	Sell	2,666 -168	-6%	-$12.9K	﹤0.01%	765
2019 Q1	$212K	Buy	+2,834	New	+$210K	﹤0.01%	746
2018 Q4	–	Sell	-2,729	Closed	-$225K	–	780
2018 Q3	$225K	Buy	+2,729	New	+$219K	﹤0.01%	740

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Veritable's BMO Position: Q1 2022 in Review

Veritable sold out of Bank of Montreal (BMO) in Q1 2022, closing a stake of 7,542 shares — an estimated $812K sold.

Veritable first reported a position in BMO in Q3 2018 and held it in 5 quarters. The position peaked at $812K in Q4 2021. 508 funds tracked by Wall St. Rank hold BMO as of Q1 2022.

Veritable reported no remaining Bank of Montreal position as of Q1 2022 after selling out during the quarter.
Veritable sold 7,542 Bank of Montreal shares in Q1 2022, an estimated $812K.
Veritable first reported a position in Bank of Montreal in Q3 2018 and held it in 5 quarters.
Veritable's Bank of Montreal position peaked at $812K in Q4 2021.
508 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2022.

Based on Veritable's 13F filing for Q1 2022, filed 11 May 2022.