Bank of Montreal
BRZE icon

Bank of Montreal’s Braze BRZE Stock Holding History

Bank of Montreal’s Portfolio BRZE Stock Details BRZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,600
Closed -$308K – 3911
2023
Q4 		$308K Buy
+5,600
New +$277K ﹤0.01% 2847
2022
Q2 		– Sell
-103,600
Closed -$4.64M – 4107
2022
Q1 		$4.64M Buy
103,600
+46,591
+82% +$2.33M ﹤0.01% 1532
2021
Q4 		$4.55M Buy
+57,009
New +$4.13M ﹤0.01% 1268

Other funds holding BRZE

IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SV
Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Bank of Montreal sold out of Braze (BRZE) in Q1 2024, closing a stake of 5,600 shares — an estimated $308K sold.

Bank of Montreal first reported a position in BRZE in Q4 2021 and held it in 3 quarters. The position peaked at $4.64M in Q1 2022. 225 funds tracked by Wall St. Rank hold BRZE as of Q1 2024.

  • Bank of Montreal reported no remaining Braze position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 5,600 Braze shares in Q1 2024, an estimated $308K.
  • Bank of Montreal first reported a position in Braze in Q4 2021 and held it in 3 quarters.
  • Bank of Montreal's Braze position peaked at $4.64M in Q1 2022.
  • 225 funds tracked by Wall St. Rank held Braze as of Q1 2024.

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