Bank of Montreal
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Bank of Montreal’s Smartbird Inc BIRD Stock Holding History

Bank of Montreal’s Portfolio BIRD Stock Details BIRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,663
Closed -$80.8K – 3797
2022
Q4 		$80.8K Buy
1,663
+1,075
+183% +$63K ﹤0.01% 3426
2022
Q3 		$36 Buy
+588
New +$52K ﹤0.01% 3692
2022
Q2 		– Sell
-6,709
Closed -$866K – 4093
2022
Q1 		$866K Hold
6,709
– – ﹤0.01% 2453
2021
Q4 		$2.15M Buy
+6,709
New +$2.51M ﹤0.01% 1560

Other funds holding BIRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bank of Montreal's BIRD Position: Q1 2023 in Review

Bank of Montreal sold out of Smartbird Inc (BIRD) in Q1 2023, closing a stake of 1,663 shares — an estimated $80.8K sold.

Bank of Montreal first reported a position in BIRD in Q4 2021 and held it in 4 quarters. The position peaked at $2.15M in Q4 2021. 125 funds tracked by Wall St. Rank hold BIRD as of Q1 2023.

  • Bank of Montreal reported no remaining Smartbird Inc position as of Q1 2023 after selling out during the quarter.
  • Bank of Montreal sold 1,663 Smartbird Inc shares in Q1 2023, an estimated $80.8K.
  • Bank of Montreal first reported a position in Smartbird Inc in Q4 2021 and held it in 4 quarters.
  • Bank of Montreal's Smartbird Inc position peaked at $2.15M in Q4 2021.
  • 125 funds tracked by Wall St. Rank held Smartbird Inc as of Q1 2023.

Based on Bank of Montreal's 13F filing for Q1 2023, filed 13 Jun 2024.