Bank of Montreal’s Forian FORA Stock Holding History

Bank of Montreal’s Portfolio FORA Stock Details FORA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-500	Closed	-$5K	–	4110
2021 Q1	$5K	Buy	+500	New	+$6.39K	﹤0.01%	4636

Other funds holding FORA

OIM

Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Canton Hathaway Providence, Rhode Island $522M AUM 25.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of Montreal's FORA Position: Q2 2021 in Review

Bank of Montreal sold out of Forian (FORA) in Q2 2021, closing a stake of 500 shares — an estimated $5K sold.

Bank of Montreal first reported a position in FORA in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 32 funds tracked by Wall St. Rank hold FORA as of Q2 2021.

Bank of Montreal reported no remaining Forian position as of Q2 2021 after selling out during the quarter.
Bank of Montreal sold 500 Forian shares in Q2 2021, an estimated $5K.
Bank of Montreal first reported a position in Forian in Q1 2021 and held it in 1 quarter.
Bank of Montreal's Forian position peaked at $5K in Q1 2021.
32 funds tracked by Wall St. Rank held Forian as of Q2 2021.

Based on Bank of Montreal's 13F filing for Q2 2021, filed 12 Aug 2021.