Bank of Montreal
ATHE

Bank of Montreal’s Alterity Therapeutics ATHE Stock Holding History

Bank of Montreal’s Portfolio ATHE Stock Details ATHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-14,907
Closed -$47K – 3874
2023
Q4 		$47K Buy
+14,907
New +$36.9K ﹤0.01% 3583
2016
Q1 		– Sell
-16
Closed -$1K – 4176
2015
Q4 		$1K Buy
+16
New +$814 ﹤0.01% 4064

Other funds holding ATHE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
TLCM
Twin Lakes Capital Management Redwood Shores, California $220M AUM 31.75% 1-Year Est. Return
PCA
Providence Capital Advisors Charlotte, North Carolina $613M AUM 17.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of Montreal sold out of Alterity Therapeutics (ATHE) in Q1 2024, closing a stake of 14,907 shares — an estimated $47K sold.

Bank of Montreal first reported a position in ATHE in Q4 2015 and held it in 2 quarters. The position peaked at $47K in Q4 2023. 10 funds tracked by Wall St. Rank hold ATHE as of Q1 2024.

  • Bank of Montreal reported no remaining Alterity Therapeutics position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 14,907 Alterity Therapeutics shares in Q1 2024, an estimated $47K.
  • Bank of Montreal first reported a position in Alterity Therapeutics in Q4 2015 and held it in 2 quarters.
  • Bank of Montreal's Alterity Therapeutics position peaked at $47K in Q4 2023.
  • 10 funds tracked by Wall St. Rank held Alterity Therapeutics as of Q1 2024.

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