Bank of Montreal’s Aterian ATER Stock Holding History

Bank of Montreal’s Portfolio ATER Stock Details ATER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-7,761	Closed	-$763K	–	4921
2020 Q3	$763K	Buy	+7,761	New	+$685K	﹤0.01%	2113

Other funds holding ATER

Avory & Company Miami, Florida $80M AUM 3.87% 1-Year Est. Return

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Bank of Montreal's ATER Position: Q4 2020 in Review

Bank of Montreal sold out of Aterian (ATER) in Q4 2020, closing a stake of 7,761 shares — an estimated $763K sold.

Bank of Montreal first reported a position in ATER in Q3 2020 and held it in 1 quarter. The position peaked at $763K in Q3 2020. 52 funds tracked by Wall St. Rank hold ATER as of Q4 2020.

Bank of Montreal reported no remaining Aterian position as of Q4 2020 after selling out during the quarter.
Bank of Montreal sold 7,761 Aterian shares in Q4 2020, an estimated $763K.
Bank of Montreal first reported a position in Aterian in Q3 2020 and held it in 1 quarter.
Bank of Montreal's Aterian position peaked at $763K in Q3 2020.
52 funds tracked by Wall St. Rank held Aterian as of Q4 2020.

Based on Bank of Montreal's 13F filing for Q4 2020, filed 12 Feb 2021.