Bank of Montreal
AMLI

Bank of Montreal’s American Lithium Corp. Common Stock AMLI Stock Holding History

Bank of Montreal’s Portfolio AMLI Stock Details AMLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-116,031
Closed -$64.3K – 4018
2024
Q3 		$64.3K Sell
116,031
-2,000
-2% -$897 ﹤0.01% 3358
2024
Q2 		$84.6K Sell
118,031
-26,790
-18% -$17.2K ﹤0.01% 3285
2024
Q1 		$99.5K Buy
144,821
+19,180
+15% +$16.3K ﹤0.01% 3285
2023
Q4 		$145K Sell
125,641
-550
-0.4% -$648 ﹤0.01% 3261
2023
Q3 		$198K Buy
126,191
+13,810
+12% +$22.5K ﹤0.01% 3069
2023
Q2 		$242K Buy
112,381
+66
+0.1% +$138 ﹤0.01% 3101
2023
Q1 		$260K Buy
+112,315
New +$330K ﹤0.01% 2861

Other funds holding AMLI

SFFS
Stonehage Fleming Financial Services St. Helier, Jersey $2.75B AUM 13.81% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
WAG
Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RMP
Richards, Merrill & Peterson Spokane, Washington $315M AUM 30.62% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Bank of Montreal's AMLI Position: Q4 2024 in Review

Bank of Montreal sold out of American Lithium Corp. Common Stock (AMLI) in Q4 2024, closing a stake of 116,031 shares — an estimated $64.3K sold.

Bank of Montreal first reported a position in AMLI in Q1 2023 and held it in 7 quarters. The position peaked at $260K in Q1 2023. 12 funds tracked by Wall St. Rank hold AMLI as of Q4 2024.

  • Bank of Montreal reported no remaining American Lithium Corp. Common Stock position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 116,031 American Lithium Corp. Common Stock shares in Q4 2024, an estimated $64.3K.
  • Bank of Montreal first reported a position in American Lithium Corp. Common Stock in Q1 2023 and held it in 7 quarters.
  • Bank of Montreal's American Lithium Corp. Common Stock position peaked at $260K in Q1 2023.
  • 12 funds tracked by Wall St. Rank held American Lithium Corp. Common Stock as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.