Voya Financial Advisors’s Bank of Montreal BMO Stock Holding History

Voya Financial 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
2021 Q2	–	Sell	-3,672	Closed	-$329K	–	290
2021 Q1	$329K	Buy	3,672 +293	+9%	+$23.9K	0.01%	515
2020 Q4	$256K	Sell	3,379 -346	-9%	-$23.7K	0.01%	557
2020 Q3	$217K	Buy	+3,725	New	+$216K	0.01%	548
2020 Q1	–	Sell	-2,983	Closed	-$230K	–	582
2019 Q4	$230K	Buy	2,983 +83	+3%	+$6.25K	0.01%	566
2019 Q3	$214K	Buy	+2,900	New	+$211K	0.01%	572
2018 Q3	–	Sell	-2,897	Closed	-$222K	–	591
2018 Q2	$222K	Sell	2,897 -43	-1%	-$3.31K	0.01%	507
2018 Q1	$220K	Buy	2,940 +81	+3%	+$6.37K	0.01%	505
2017 Q4	$229K	Buy	2,859 +150	+6%	+$11.7K	0.01%	496
2017 Q3	$205K	Buy	+2,709	New	+$202K	0.01%	492

Other funds holding BMO

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Voya Financial Advisors's BMO Position: Q2 2021 in Review

Voya Financial Advisors sold out of Bank of Montreal (BMO) in Q2 2021, closing a stake of 3,672 shares — an estimated $329K sold.

Voya Financial Advisors first reported a position in BMO in Q3 2017 and held it in 9 quarters. The position peaked at $329K in Q1 2021. 441 funds tracked by Wall St. Rank hold BMO as of Q2 2021.

Voya Financial Advisors reported no remaining Bank of Montreal position as of Q2 2021 after selling out during the quarter.
Voya Financial Advisors sold 3,672 Bank of Montreal shares in Q2 2021, an estimated $329K.
Voya Financial Advisors first reported a position in Bank of Montreal in Q3 2017 and held it in 9 quarters.
Voya Financial Advisors's Bank of Montreal position peaked at $329K in Q1 2021.
441 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2021.

Based on Voya Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.