Bank of Montreal
ASPU

Bank of Montreal’s ASPEN GROUP, INC. ASPU Stock Holding History

Bank of Montreal’s Portfolio ASPU Stock Details ASPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-718
Closed -$4K – 5275
2021
Q1 		$4K Sell
718
-3,073
-81% -$27.7K ﹤0.01% 4781
2020
Q4 		$38K Buy
3,791
+2,913
+332% +$32.3K ﹤0.01% 4093
2020
Q3 		$10K Sell
878
-626
-42% -$6.66K ﹤0.01% 4148
2020
Q2 		$14K Buy
+1,504
New +$12.4K ﹤0.01% 4026

Other funds holding ASPU

CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LWM
Laidlaw Wealth Management New York City, New York $28.8M AUM 37.7% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Scholtz & Company Stamford, Connecticut $195M AUM 12.04% 1-Year Est. Return

Bank of Montreal's ASPU Position: Q2 2021 in Review

Bank of Montreal sold out of ASPEN GROUP, INC. (ASPU) in Q2 2021, closing a stake of 718 shares — an estimated $4K sold.

Bank of Montreal first reported a position in ASPU in Q2 2020 and held it in 4 quarters. The position peaked at $38K in Q4 2020. 61 funds tracked by Wall St. Rank hold ASPU as of Q2 2021.

  • Bank of Montreal reported no remaining ASPEN GROUP, INC. position as of Q2 2021 after selling out during the quarter.
  • Bank of Montreal sold 718 ASPEN GROUP, INC. shares in Q2 2021, an estimated $4K.
  • Bank of Montreal first reported a position in ASPEN GROUP, INC. in Q2 2020 and held it in 4 quarters.
  • Bank of Montreal's ASPEN GROUP, INC. position peaked at $38K in Q4 2020.
  • 61 funds tracked by Wall St. Rank held ASPEN GROUP, INC. as of Q2 2021.

Based on Bank of Montreal's 13F filing for Q2 2021, filed 12 Aug 2021.