Westpac Banking Corp’s Bank of Montreal BMO Stock Holding History

Westpac Banking Corp’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
2023 Q2	–	Sell	-79,850	Closed	-$9.61M	–	530
2023 Q1	$9.61M	Buy	+79,850	New	+$7.58M	0.13%	202
2022 Q3	–	Sell	-67,442	Closed	-$8.35M	–	784
2022 Q2	$8.35M	Buy	67,442 +12,400	+23%	+$1.32M	0.11%	255
2022 Q1	$8.1M	Buy	55,042 +1,700	+3%	+$197K	0.09%	285
2021 Q4	$7.26M	Hold	53,342	–	–	0.08%	317
2021 Q3	$6.75M	Sell	53,342 -5,632	-10%	-$567K	0.07%	356
2021 Q2	$6.05M	Hold	58,974	–	–	0.06%	399
2021 Q1	$6.61M	Buy	58,974 +6,189	+12%	+$505K	0.07%	335
2020 Q4	$5.11M	Hold	52,785	–	–	0.06%	398
2020 Q3	$4.11M	Hold	52,785	–	–	0.06%	390
2020 Q2	$3.81M	Hold	52,785	–	–	0.06%	401
2020 Q1	$3.75M	Hold	52,785	–	–	0.06%	346
2019 Q4	$5.31M	Hold	52,785	–	–	0.07%	374
2019 Q3	$5.15M	Buy	+52,785	New	+$3.85M	0.07%	357
2017 Q3	–	Sell	-45,715	Closed	-$4.35M	–	801
2017 Q2	$4.35M	Sell	45,715 -33,390	-42%	-$2.36M	0.1%	296
2017 Q1	$7.86M	Buy	+79,105	New	+$5.97M	0.06%	301

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Westpac Banking Corp's BMO Position: Q2 2023 in Review

Westpac Banking Corp sold out of Bank of Montreal (BMO) in Q2 2023, closing a stake of 79,850 shares — an estimated $9.61M sold.

Westpac Banking Corp first reported a position in BMO in Q1 2017 and held it in 15 quarters. The position peaked at $9.61M in Q1 2023. 470 funds tracked by Wall St. Rank hold BMO as of Q2 2023.

Westpac Banking Corp reported no remaining Bank of Montreal position as of Q2 2023 after selling out during the quarter.
Westpac Banking Corp sold 79,850 Bank of Montreal shares in Q2 2023, an estimated $9.61M.
Westpac Banking Corp first reported a position in Bank of Montreal in Q1 2017 and held it in 15 quarters.
Westpac Banking Corp's Bank of Montreal position peaked at $9.61M in Q1 2023.
470 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2023.

Based on Westpac Banking Corp's 13F filing for Q2 2023, filed 10 Aug 2023.