Bank of Montreal
FULC icon

Bank of Montreal’s Fulcrum Therapeutics FULC Stock Holding History

Bank of Montreal’s Portfolio FULC Stock Details FULC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-32,282
Closed -$204K – 3975
2024
Q2 		$204K Buy
+32,282
New +$245K ﹤0.01% 2988
2024
Q1 		– Sell
-14,200
Closed -$97.8K – 4028
2023
Q4 		$97.8K Buy
+14,200
New +$63K ﹤0.01% 3383
2021
Q4 		– Sell
-11,501
Closed -$325K – 3616
2021
Q3 		$325K Sell
11,501
-12,600
-52% -$239K ﹤0.01% 3091
2021
Q2 		$241K Buy
24,101
+23,531
+4,128% +$238K ﹤0.01% 3142
2021
Q1 		$7K Sell
570
-1,638
-74% -$20.3K ﹤0.01% 4511
2020
Q4 		$24K Buy
2,208
+1,543
+232% +$17.4K ﹤0.01% 4330
2020
Q3 		$6K Sell
665
-321
-33% -$3.87K ﹤0.01% 4339
2020
Q2 		$19K Buy
+986
New +$15.5K ﹤0.01% 3866
2020
Q1 		– Sell
-571
Closed -$10K – 4298
2019
Q4 		$10K Buy
+571
New +$5.46K ﹤0.01% 4566

Other funds holding FULC

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TGI
TRV GP IV Boston, Massachusetts $267M AUM 965.83% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of Montreal's FULC Position: Q3 2024 in Review

Bank of Montreal sold out of Fulcrum Therapeutics (FULC) in Q3 2024, closing a stake of 32,282 shares — an estimated $204K sold.

Bank of Montreal first reported a position in FULC in Q4 2019 and held it in 9 quarters. The position peaked at $325K in Q3 2021. 130 funds tracked by Wall St. Rank hold FULC as of Q3 2024.

  • Bank of Montreal reported no remaining Fulcrum Therapeutics position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 32,282 Fulcrum Therapeutics shares in Q3 2024, an estimated $204K.
  • Bank of Montreal first reported a position in Fulcrum Therapeutics in Q4 2019 and held it in 9 quarters.
  • Bank of Montreal's Fulcrum Therapeutics position peaked at $325K in Q3 2021.
  • 130 funds tracked by Wall St. Rank held Fulcrum Therapeutics as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.