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

Wipfli 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
2022 Q3	$161K	Buy	+1,832	New	+$177K	0.01%	522

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

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

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

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

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

Wipfli Financial Advisors's BMO Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Bank of Montreal (BMO) in Q3 2022: 1,832 shares worth $161K. The stake represents 0.01% of the portfolio and ranks #522 among its holdings.

457 funds tracked by Wall St. Rank hold BMO as of Q3 2022.

Wipfli Financial Advisors held 1,832 shares of Bank of Montreal worth $161K as of Q3 2022.
Bank of Montreal was a new Wipfli Financial Advisors position in Q3 2022.
Bank of Montreal made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #522 holding.
457 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.