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

Wells 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
2024 Q4	–	Sell	-45	Closed	-$4.06K	–	82
2024 Q3	$4.06K	Buy	+45	New	+$3.84K	0.01%	94

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

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

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

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

Wells Financial Advisors's BMO Position: Q4 2024 in Review

Wells Financial Advisors sold out of Bank of Montreal (BMO) in Q4 2024, closing a stake of 45 shares — an estimated $4.06K sold.

Wells Financial Advisors first reported a position in BMO in Q3 2024 and held it in 1 quarter. The position peaked at $4.06K in Q3 2024. 538 funds tracked by Wall St. Rank hold BMO as of Q4 2024.

Wells Financial Advisors reported no remaining Bank of Montreal position as of Q4 2024 after selling out during the quarter.
Wells Financial Advisors sold 45 Bank of Montreal shares in Q4 2024, an estimated $4.06K.
Wells Financial Advisors first reported a position in Bank of Montreal in Q3 2024 and held it in 1 quarter.
Wells Financial Advisors's Bank of Montreal position peaked at $4.06K in Q3 2024.
538 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2024.

Based on Wells Financial Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.