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Wealthsimple’s Bank of Montreal BMO Stock Holding History

Wealthsimple’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
Q3 		$337K Buy
2,013
+50
+3% +$4.83K 0.01% 27
2022
Q2 		$243K Sell
1,963
-115
-6% -$12.2K 0.01% 31
2022
Q1 		$306K Buy
2,078
+166
+9% +$19.2K 0.01% 32
2021
Q4 		$206K Buy
+1,912
New +$206K 0.01% 33

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Wealthsimple's BMO Position: Q3 2022 in Review

Wealthsimple increased its Bank of Montreal (BMO) stake by 2.5% in Q3 2022, buying an estimated $4.83K and bringing the position to 2,013 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #27.

Wealthsimple first reported a position in BMO in Q4 2021 and has held it in 4 quarters since. 457 funds tracked by Wall St. Rank hold BMO as of Q3 2022.

  • Wealthsimple held 2,013 shares of Bank of Montreal worth $337K as of Q3 2022.
  • Wealthsimple bought 50 Bank of Montreal shares in Q3 2022, an estimated $4.83K.
  • Bank of Montreal made up 0.01% of Wealthsimple's portfolio in Q3 2022, its #27 holding.
  • Wealthsimple first reported a position in Bank of Montreal in Q4 2021 and has held it in 4 quarters since.
  • 457 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2022.

Based on Wealthsimple's 13F filing for Q3 2022, filed 8 Nov 2022.