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Wendell David Associates’s Bank of Montreal BMO Stock Holding History

Wendell David Associates’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
Q4 		– Sell
-2,300
Closed -$202K – 146
2022
Q3 		$202K Sell
2,300
-200
-8% -$19.3K 0.03% 142
2022
Q2 		$240K Hold
2,500
– – 0.03% 139
2022
Q1 		$295K Buy
2,500
+100
+4% +$11.6K 0.03% 137
2021
Q4 		$259K Sell
2,400
-1,609
-40% -$173K 0.03% 147
2021
Q3 		$400K Buy
+4,009
New +$404K 0.04% 120

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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

Wendell David Associates's BMO Position: Q4 2022 in Review

Wendell David Associates sold out of Bank of Montreal (BMO) in Q4 2022, closing a stake of 2,300 shares — an estimated $202K sold.

Wendell David Associates first reported a position in BMO in Q3 2021 and held it in 5 quarters. The position peaked at $400K in Q3 2021. 479 funds tracked by Wall St. Rank hold BMO as of Q4 2022.

  • Wendell David Associates reported no remaining Bank of Montreal position as of Q4 2022 after selling out during the quarter.
  • Wendell David Associates sold 2,300 Bank of Montreal shares in Q4 2022, an estimated $202K.
  • Wendell David Associates first reported a position in Bank of Montreal in Q3 2021 and held it in 5 quarters.
  • Wendell David Associates's Bank of Montreal position peaked at $400K in Q3 2021.
  • 479 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2022.

Based on Wendell David Associates's 13F filing for Q4 2022, filed 17 Jan 2023.