Bank of Montreal
ALTI icon

Bank of Montreal’s AlTi Global ALTI Stock Holding History

Bank of Montreal’s Portfolio ALTI Stock Details ALTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,200
Closed -$65.4K – 3833
2024
Q2 		$65.4K Buy
+12,200
New +$58.6K ﹤0.01% 3370
2022
Q4 		– Sell
-52,844
Closed -$525 – 3940
2022
Q3 		$525 Buy
52,844
+10,467
+25% +$104K ﹤0.01% 2556
2022
Q2 		$418 Buy
+42,377
New +$417K ﹤0.01% 2805

Other funds holding ALTI

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal's ALTI Position: Q3 2024 in Review

Bank of Montreal sold out of AlTi Global (ALTI) in Q3 2024, closing a stake of 12,200 shares — an estimated $65.4K sold.

Bank of Montreal first reported a position in ALTI in Q2 2022 and held it in 3 quarters. The position peaked at $65.4K in Q2 2024. 53 funds tracked by Wall St. Rank hold ALTI as of Q3 2024.

  • Bank of Montreal reported no remaining AlTi Global position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 12,200 AlTi Global shares in Q3 2024, an estimated $65.4K.
  • Bank of Montreal first reported a position in AlTi Global in Q2 2022 and held it in 3 quarters.
  • Bank of Montreal's AlTi Global position peaked at $65.4K in Q2 2024.
  • 53 funds tracked by Wall St. Rank held AlTi Global as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.