Wintrust Investments’s Bank of Montreal BMO Stock Holding History

Wintrust Investments’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	-338	Closed	-$30K	–	428
2024 Q3	$30K	Sell	338 -2,358	-87%	-$201K	0.02%	400
2024 Q2	$226K	Sell	2,696 -407	-13%	-$37K	0.02%	431
2024 Q1	$303K	Buy	3,103 +99	+3%	+$9.35K	0.03%	370
2023 Q4	$297K	Buy	+3,004	New	+$251K	0.03%	349
2023 Q3	–	Sell	-2,350	Closed	-$212K	–	412
2023 Q2	$212K	Buy	2,350 +5	+0.2%	+$442	0.02%	398
2023 Q1	$209K	Buy	+2,345	New	+$222K	0.03%	317

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

Wintrust Investments's BMO Position: Q4 2024 in Review

Wintrust Investments sold out of Bank of Montreal (BMO) in Q4 2024, closing a stake of 338 shares — an estimated $30K sold.

Wintrust Investments first reported a position in BMO in Q1 2023 and held it in 6 quarters. The position peaked at $303K in Q1 2024. 537 funds tracked by Wall St. Rank hold BMO as of Q4 2024.

Wintrust Investments reported no remaining Bank of Montreal position as of Q4 2024 after selling out during the quarter.
Wintrust Investments sold 338 Bank of Montreal shares in Q4 2024, an estimated $30K.
Wintrust Investments first reported a position in Bank of Montreal in Q1 2023 and held it in 6 quarters.
Wintrust Investments's Bank of Montreal position peaked at $303K in Q1 2024.
537 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.