Bank of Montreal
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Bank of Montreal’s Apyx Medical APYX Stock Holding History

Bank of Montreal’s Portfolio APYX Stock Details APYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-43,400
Closed -$118K – 3866
2023
Q4 		$118K Buy
+43,400
New +$105K ﹤0.01% 3333
2021
Q2 		– Sell
-861
Closed -$8K – 3704
2021
Q1 		$8K Sell
861
-4,243
-83% -$42.4K ﹤0.01% 4440
2020
Q4 		$39K Buy
5,104
+3,557
+230% +$23.6K ﹤0.01% 4068
2020
Q3 		$8K Sell
1,547
-1,091
-41% -$5.4K ﹤0.01% 4212
2020
Q2 		$12K Buy
2,638
+1,938
+277% +$8.05K ﹤0.01% 4070
2020
Q1 		$3K Sell
700
-4,529
-87% -$30.4K ﹤0.01% 3757
2019
Q4 		$44K Buy
5,229
+1,312
+33% +$9.48K ﹤0.01% 3895
2019
Q3 		$27K Buy
3,917
+138
+4% +$979 ﹤0.01% 3909
2019
Q2 		$26K Buy
3,779
+2,779
+278% +$15.1K ﹤0.01% 4027
2019
Q1 		$6K Hold
1,000
– – ﹤0.01% 3987
2018
Q4 		$6K Sell
1,000
-500
-33% -$3.03K ﹤0.01% 4006
2018
Q3 		$11K Buy
+1,500
New +$8.34K ﹤0.01% 3892
2018
Q2 		– Sell
-1,500
Closed -$4K – 4698
2018
Q1 		$4K Hold
1,500
– – ﹤0.01% 3943
2017
Q4 		$4K Hold
1,500
– – ﹤0.01% 3950
2017
Q3 		$5K Hold
1,500
– – ﹤0.01% 3849
2017
Q2 		$4K Hold
1,500
– – ﹤0.01% 3894
2017
Q1 		$4K Buy
+1,500
New +$4.98K ﹤0.01% 3724

Other funds holding APYX

ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return

Bank of Montreal's APYX Position: Q1 2024 in Review

Bank of Montreal sold out of Apyx Medical (APYX) in Q1 2024, closing a stake of 43,400 shares — an estimated $118K sold.

Bank of Montreal first reported a position in APYX in Q1 2017 and held it in 17 quarters. The position peaked at $118K in Q4 2023. 51 funds tracked by Wall St. Rank hold APYX as of Q1 2024.

  • Bank of Montreal reported no remaining Apyx Medical position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 43,400 Apyx Medical shares in Q1 2024, an estimated $118K.
  • Bank of Montreal first reported a position in Apyx Medical in Q1 2017 and held it in 17 quarters.
  • Bank of Montreal's Apyx Medical position peaked at $118K in Q4 2023.
  • 51 funds tracked by Wall St. Rank held Apyx Medical as of Q1 2024.

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