Bank of Montreal
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Bank of Montreal’s Avalo Therapeutics AVTX Stock Holding History

Bank of Montreal’s Portfolio AVTX Stock Details AVTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-60,000
Closed -$446K – 3489
2024
Q4 		$446K Buy
+60,000
New +$642K ﹤0.01% 2299
2021
Q2 		– Hold
0
– -$4K – 3740
2021
Q1 		– Sell
-2
Closed -$18.9K – 4696
2020
Q4 		$14K Buy
2
+1
+100% +$6.95K ﹤0.01% 4561
2020
Q3 		$4K Hold
1
– – ﹤0.01% 4482
2020
Q2 		$6K Buy
+1
New +$7.26K ﹤0.01% 4363
2020
Q1 		– Sell
-1
Closed -$19K – 4099
2019
Q4 		$19K Hold
1
– – ﹤0.01% 4331
2019
Q3 		$8K Hold
1
– – ﹤0.01% 4473
2019
Q2 		$10K Buy
+1
New +$15.2K ﹤0.01% 4515
2018
Q1 		– Sell
-3
Closed -$32K – 4158
2017
Q4 		$32K Buy
+3
New +$12.9K ﹤0.01% 3431

Other funds holding AVTX

BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $1.94B AUM 374.45% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
CC
Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Bank of Montreal's AVTX Position: Q1 2025 in Review

Bank of Montreal sold out of Avalo Therapeutics (AVTX) in Q1 2025, closing a stake of 60,000 shares — an estimated $446K sold.

Bank of Montreal first reported a position in AVTX in Q4 2017 and held it in 8 quarters. The position peaked at $446K in Q4 2024. 34 funds tracked by Wall St. Rank hold AVTX as of Q1 2025.

  • Bank of Montreal reported no remaining Avalo Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Bank of Montreal sold 60,000 Avalo Therapeutics shares in Q1 2025, an estimated $446K.
  • Bank of Montreal first reported a position in Avalo Therapeutics in Q4 2017 and held it in 8 quarters.
  • Bank of Montreal's Avalo Therapeutics position peaked at $446K in Q4 2024.
  • 34 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q1 2025.

Based on Bank of Montreal's 13F filing for Q1 2025, filed 13 May 2025.