Bank of Montreal
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Bank of Montreal’s Annovis Bio ANVS Stock Holding History

Bank of Montreal’s Portfolio ANVS Stock Details ANVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13,500
Closed -$109K – 3509
2024
Q3 		$109K Buy
+13,500
New +$126K ﹤0.01% 3217
2021
Q4 		– Sell
-9,500
Closed -$318K – 3484
2021
Q3 		$318K Buy
+9,500
New +$546K ﹤0.01% 3104

Other funds holding ANVS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 1-Year Est. Return

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

Bank of Montreal sold out of Annovis Bio (ANVS) in Q4 2024, closing a stake of 13,500 shares — an estimated $109K sold.

Bank of Montreal first reported a position in ANVS in Q3 2021 and held it in 2 quarters. The position peaked at $318K in Q3 2021. 40 funds tracked by Wall St. Rank hold ANVS as of Q4 2024.

  • Bank of Montreal reported no remaining Annovis Bio position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 13,500 Annovis Bio shares in Q4 2024, an estimated $109K.
  • Bank of Montreal first reported a position in Annovis Bio in Q3 2021 and held it in 2 quarters.
  • Bank of Montreal's Annovis Bio position peaked at $318K in Q3 2021.
  • 40 funds tracked by Wall St. Rank held Annovis Bio as of Q4 2024.

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