Bank of Montreal
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Bank of Montreal’s Finance of America Companies FOA Stock Holding History

Bank of Montreal’s Portfolio FOA Stock Details FOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,314
Closed -$19.3K – 4087
2023
Q1 		$19.3K Buy
+1,314
New +$20.1K ﹤0.01% 3537
2022
Q3 		– Sell
-1,586
Closed -$30K – 4174
2022
Q2 		$30K Buy
+1,586
New +$36.6K ﹤0.01% 3706

Other funds holding FOA

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bank of Montreal's FOA Position: Q2 2023 in Review

Bank of Montreal sold out of Finance of America Companies (FOA) in Q2 2023, closing a stake of 1,314 shares — an estimated $19.3K sold.

Bank of Montreal first reported a position in FOA in Q2 2022 and held it in 2 quarters. The position peaked at $30K in Q2 2022. 46 funds tracked by Wall St. Rank hold FOA as of Q2 2023.

  • Bank of Montreal reported no remaining Finance of America Companies position as of Q2 2023 after selling out during the quarter.
  • Bank of Montreal sold 1,314 Finance of America Companies shares in Q2 2023, an estimated $19.3K.
  • Bank of Montreal first reported a position in Finance of America Companies in Q2 2022 and held it in 2 quarters.
  • Bank of Montreal's Finance of America Companies position peaked at $30K in Q2 2022.
  • 46 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2023.

Based on Bank of Montreal's 13F filing for Q2 2023, filed 2 Aug 2023.