Bank of Montreal
CLDI icon

Bank of Montreal’s Calidi Biotherapeutics CLDI Stock Holding History

Bank of Montreal’s Portfolio CLDI Stock Details CLDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-35,208
Closed -$97.2K – 3564
2025
Q2 		$97.2K Sell
35,208
-5,609
-14% -$27.2K ﹤0.01% 2993
2025
Q1 		$277K Buy
40,817
+39,775
+3,817% +$453K ﹤0.01% 2559
2024
Q4 		$14.4K Buy
+1,042
New +$19.5K ﹤0.01% 3304
2023
Q3 		– Sell
-1,592
Closed -$2.01M – 3855
2023
Q2 		$2.01M Sell
1,592
-54
-3% -$67.1K ﹤0.01% 1824
2023
Q1 		$2.03M Sell
1,646
-993
-38% -$1.22M ﹤0.01% 1689
2022
Q4 		$3.22M Buy
+2,639
New +$3.16M ﹤0.01% 1538
2022
Q3 		– Sell
-833
Closed -$995 – 4107
2022
Q2 		$995 Hold
833
– – ﹤0.01% 2302
2022
Q1 		$987K Buy
+833
New +$984K ﹤0.01% 2347

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BAM
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Geode Capital Management
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WAM
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RCI
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UBS Group
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FC
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AMH
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HCM
Highbridge Capital Management New York $1.58B AUM 31.19% 1-Year Est. Return