Bank of Montreal
AZTD icon

Bank of Montreal’s Aztlan Global Stock Selection DM SMID ETF AZTD Stock Holding History

Bank of Montreal’s Portfolio AZTD Stock Details AZTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,443
Closed -$186K – 3886
2023
Q4 		$186K Hold
8,443
– – ﹤0.01% 3164
2023
Q3 		$181K Sell
8,443
-6,060
-42% -$127K ﹤0.01% 3102
2023
Q2 		$310K Buy
+14,503
New +$296K ﹤0.01% 2918

Other funds holding AZTD

OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Bank of Montreal sold out of Aztlan Global Stock Selection DM SMID ETF (AZTD) in Q1 2024, closing a stake of 8,443 shares — an estimated $186K sold.

Bank of Montreal first reported a position in AZTD in Q2 2023 and held it in 3 quarters. The position peaked at $310K in Q2 2023. 3 funds tracked by Wall St. Rank hold AZTD as of Q1 2024.

  • Bank of Montreal reported no remaining Aztlan Global Stock Selection DM SMID ETF position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 8,443 Aztlan Global Stock Selection DM SMID ETF shares in Q1 2024, an estimated $186K.
  • Bank of Montreal first reported a position in Aztlan Global Stock Selection DM SMID ETF in Q2 2023 and held it in 3 quarters.
  • Bank of Montreal's Aztlan Global Stock Selection DM SMID ETF position peaked at $310K in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Aztlan Global Stock Selection DM SMID ETF as of Q1 2024.

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