VisionPoint Advisory Group’s Bank of Montreal BMO Stock Holding History

VisionPoint Advisory Group’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
2024 Q3	–	Sell	-175	Closed	-$14.7K	–	303
2024 Q2	$14.7K	Sell	175 -79	-31%	-$7.17K	0.01%	445
2024 Q1	$24.8K	Sell	254 -8	-3%	-$755	0.01%	360
2023 Q4	$25.9K	Buy	262 +4	+2%	+$334	0.01%	328
2023 Q3	$21.8K	Buy	258 +110	+74%	+$9.67K	0.01%	363
2023 Q2	$13.4K	Buy	+148	New	+$13.1K	0.01%	364

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

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

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

VisionPoint Advisory Group's BMO Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Bank of Montreal (BMO) in Q3 2024, closing a stake of 175 shares — an estimated $14.7K sold.

VisionPoint Advisory Group first reported a position in BMO in Q2 2023 and held it in 5 quarters. The position peaked at $25.9K in Q4 2023. 470 funds tracked by Wall St. Rank hold BMO as of Q3 2024.

VisionPoint Advisory Group reported no remaining Bank of Montreal position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 175 Bank of Montreal shares in Q3 2024, an estimated $14.7K.
VisionPoint Advisory Group first reported a position in Bank of Montreal in Q2 2023 and held it in 5 quarters.
VisionPoint Advisory Group's Bank of Montreal position peaked at $25.9K in Q4 2023.
470 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.