Bank of Montreal
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Bank of Montreal’s Distillate International Fundamental Stability & Value ETF DSTX Stock Holding History

Bank of Montreal’s Portfolio DSTX Stock Details DSTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13,896
Closed -$330K – 3969
2023
Q4 		$330K Buy
+13,896
New +$308K ﹤0.01% 2799

Other funds holding DSTX

CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
EFMC
Empire Financial Management Company New York $442M AUM 24.42% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return

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

Bank of Montreal sold out of Distillate International Fundamental Stability & Value ETF (DSTX) in Q1 2024, closing a stake of 13,896 shares — an estimated $330K sold.

Bank of Montreal first reported a position in DSTX in Q4 2023 and held it in 1 quarter. The position peaked at $330K in Q4 2023. 9 funds tracked by Wall St. Rank hold DSTX as of Q1 2024.

  • Bank of Montreal reported no remaining Distillate International Fundamental Stability & Value ETF position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 13,896 Distillate International Fundamental Stability & Value ETF shares in Q1 2024, an estimated $330K.
  • Bank of Montreal first reported a position in Distillate International Fundamental Stability & Value ETF in Q4 2023 and held it in 1 quarter.
  • Bank of Montreal's Distillate International Fundamental Stability & Value ETF position peaked at $330K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held Distillate International Fundamental Stability & Value ETF as of Q1 2024.

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