Westover Capital Advisors’s Bank of Montreal BMO Stock Holding History

Westover Capital 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 Q2	–	Sell	-2,000	Closed	-$195K	–	215
2024 Q1	$195K	Buy	+2,000	New	+$189K	0.06%	182
2023 Q4	–	Sell	-30,168	Closed	-$2.55M	–	174
2023 Q3	$2.55M	Sell	30,168 -5,301	-15%	-$466K	0.92%	30
2023 Q2	$3.2M	Sell	35,469 -891	-2%	-$78.8K	1.11%	27
2023 Q1	$3.24M	Buy	36,360 +3,782	+12%	+$359K	1.2%	24
2022 Q4	$2.95M	Buy	32,578 +30,178	+1,257%	+$2.79M	1.17%	26
2022 Q3	$210K	Hold	2,400	–	–	0.08%	148
2022 Q2	$231K	Hold	2,400	–	–	0.09%	152
2022 Q1	$283K	Hold	2,400	–	–	0.09%	150
2021 Q4	$259K	Hold	2,400	–	–	0.08%	157
2021 Q3	$239K	Hold	2,400	–	–	0.07%	158
2021 Q2	$246K	Hold	2,400	–	–	0.08%	162
2021 Q1	$214K	Buy	+2,400	New	+$196K	0.07%	161

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Westover Capital Advisors's BMO Position: Q2 2024 in Review

Westover Capital Advisors sold out of Bank of Montreal (BMO) in Q2 2024, closing a stake of 2,000 shares — an estimated $195K sold.

Westover Capital Advisors first reported a position in BMO in Q1 2021 and held it in 12 quarters. The position peaked at $3.24M in Q1 2023. 476 funds tracked by Wall St. Rank hold BMO as of Q2 2024.

Westover Capital Advisors reported no remaining Bank of Montreal position as of Q2 2024 after selling out during the quarter.
Westover Capital Advisors sold 2,000 Bank of Montreal shares in Q2 2024, an estimated $195K.
Westover Capital Advisors first reported a position in Bank of Montreal in Q1 2021 and held it in 12 quarters.
Westover Capital Advisors's Bank of Montreal position peaked at $3.24M in Q1 2023.
476 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2024.

Based on Westover Capital Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.