Bank of Montreal’s a.k.a. Brands AKA Stock Holding History

Bank of Montreal’s Portfolio AKA Stock Details AKA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-8,708	Closed	-$178K	–	3768
2022 Q4	$178K	Buy	+8,708	New	+$173K	﹤0.01%	3201

Other funds holding AKA

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MAM

Must Asset Management Seoul, South Korea $40.9M AUM 22.53% 1-Year Est. Return

F1I

Fund 1 Investments Rincon, Puerto Rico $872M AUM 50.95% 1-Year Est. Return

SCM

Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Bank of Montreal's AKA Position: Q1 2023 in Review

Bank of Montreal sold out of a.k.a. Brands (AKA) in Q1 2023, closing a stake of 8,708 shares — an estimated $178K sold.

Bank of Montreal first reported a position in AKA in Q4 2022 and held it in 1 quarter. The position peaked at $178K in Q4 2022. 46 funds tracked by Wall St. Rank hold AKA as of Q1 2023.

Bank of Montreal reported no remaining a.k.a. Brands position as of Q1 2023 after selling out during the quarter.
Bank of Montreal sold 8,708 a.k.a. Brands shares in Q1 2023, an estimated $178K.
Bank of Montreal first reported a position in a.k.a. Brands in Q4 2022 and held it in 1 quarter.
Bank of Montreal's a.k.a. Brands position peaked at $178K in Q4 2022.
46 funds tracked by Wall St. Rank held a.k.a. Brands as of Q1 2023.

Based on Bank of Montreal's 13F filing for Q1 2023, filed 13 Jun 2024.