Bank of Montreal
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Bank of Montreal’s CSP Inc CSPI Stock Holding History

Bank of Montreal’s Portfolio CSPI Stock Details CSPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,400
Closed -$214K – 3582
2024
Q3 		$214K Buy
+8,400
New +$118K ﹤0.01% 2998
2018
Q2 		– Sell
-5,046
Closed -$27K – 4735
2018
Q1 		$27K Buy
+5,046
New +$35.8K ﹤0.01% 3465

Other funds holding CSPI

VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of Montreal's CSPI Position: Q4 2024 in Review

Bank of Montreal sold out of CSP Inc (CSPI) in Q4 2024, closing a stake of 8,400 shares — an estimated $214K sold.

Bank of Montreal first reported a position in CSPI in Q1 2018 and held it in 2 quarters. The position peaked at $214K in Q3 2024. 35 funds tracked by Wall St. Rank hold CSPI as of Q4 2024.

  • Bank of Montreal reported no remaining CSP Inc position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 8,400 CSP Inc shares in Q4 2024, an estimated $214K.
  • Bank of Montreal first reported a position in CSP Inc in Q1 2018 and held it in 2 quarters.
  • Bank of Montreal's CSP Inc position peaked at $214K in Q3 2024.
  • 35 funds tracked by Wall St. Rank held CSP Inc as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.