Wealthcare Advisory Partners’s Bank of Montreal BMO Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-300	Closed	-$27K	–	701
2021 Q1	$27K	Buy	+300	New	+$24.5K	﹤0.01%	1095
2020 Q1	–	Sell	-2,500	Closed	-$194K	–	1482
2019 Q4	$194K	Hold	2,500	–	–	0.02%	302
2019 Q3	$184K	Hold	2,500	–	–	0.03%	287
2019 Q2	$189K	Hold	2,500	–	–	0.03%	277
2019 Q1	$187K	Hold	2,500	–	–	0.03%	248
2018 Q4	$163K	Hold	2,500	–	–	0.03%	233
2018 Q3	$206K	Hold	2,500	–	–	0.04%	215
2018 Q2	$193K	Buy	+2,500	New	+$192K	0.04%	217

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

Wealthcare Advisory Partners's BMO Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Bank of Montreal (BMO) in Q2 2021, closing a stake of 300 shares — an estimated $27K sold.

Wealthcare Advisory Partners first reported a position in BMO in Q2 2018 and held it in 8 quarters. The position peaked at $206K in Q3 2018. 441 funds tracked by Wall St. Rank hold BMO as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Bank of Montreal position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 300 Bank of Montreal shares in Q2 2021, an estimated $27K.
Wealthcare Advisory Partners first reported a position in Bank of Montreal in Q2 2018 and held it in 8 quarters.
Wealthcare Advisory Partners's Bank of Montreal position peaked at $206K in Q3 2018.
441 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.