Bank of Montreal
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Bank of Montreal’s Advantage Solutions ADV Stock Holding History

Bank of Montreal’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-14,315
Closed -$27.9K – 3515
2023
Q1 		$27.9K Buy
14,315
+1,891
+15% +$3.69K ﹤0.01% 3176
2022
Q4 		$25.8K Sell
12,424
-19,060
-61% -$39.6K ﹤0.01% 3199
2022
Q3 		$72 Buy
+31,484
New +$72 ﹤0.01% 3075