James T. Borello RIA
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James T. Borello RIA’s Bank of Montreal BMO Stock Holding History

James T. Borello RIA’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
Q1 		– Sell
-584
Closed -$57.8K – 175
2023
Q4 		$57.8K Buy
+584
New +$48.8K 0.05% 68

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.4B AUM 44.75% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

James T. Borello RIA's BMO Position: Q1 2024 in Review

James T. Borello RIA sold out of Bank of Montreal (BMO) in Q1 2024, closing a stake of 584 shares — an estimated $57.8K sold.

James T. Borello RIA first reported a position in BMO in Q4 2023 and held it in 1 quarter. The position peaked at $57.8K in Q4 2023. 493 funds tracked by Wall St. Rank hold BMO as of Q1 2024.

  • James T. Borello RIA reported no remaining Bank of Montreal position as of Q1 2024 after selling out during the quarter.
  • James T. Borello RIA sold 584 Bank of Montreal shares in Q1 2024, an estimated $57.8K.
  • James T. Borello RIA first reported a position in Bank of Montreal in Q4 2023 and held it in 1 quarter.
  • James T. Borello RIA's Bank of Montreal position peaked at $57.8K in Q4 2023.
  • 493 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2024.

Based on James T. Borello RIA's 13F filing for Q1 2024, filed 16 Oct 2026.