Bank of Montreal’s Health Assurance Acquisition Corp. Class A Common Stock HAAC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-681,532	Closed	-$6.81K	–	4570
2022 Q3	$6.81K	Buy	681,532 +20,077	+3%	+$199K	﹤0.01%	1189
2022 Q2	$6.55K	Buy	661,455 +636,455	+2,546%	+$6.28M	﹤0.01%	1266
2022 Q1	$246K	Hold	25,000	–	–	﹤0.01%	3319
2021 Q4	$244K	Buy	+25,000	New	+$245K	﹤0.01%	2869

Other funds holding HAAC

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bank of Montreal's HAAC Position: Q4 2022 in Review

Bank of Montreal sold out of Health Assurance Acquisition Corp. Class A Common Stock (HAAC) in Q4 2022, closing a stake of 681,532 shares — an estimated $6.81K sold.

Bank of Montreal first reported a position in HAAC in Q4 2021 and held it in 4 quarters. The position peaked at $246K in Q1 2022. 1 fund tracked by Wall St. Rank holds HAAC as of Q4 2022.

Bank of Montreal reported no remaining Health Assurance Acquisition Corp. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Bank of Montreal sold 681,532 Health Assurance Acquisition Corp. Class A Common Stock shares in Q4 2022, an estimated $6.81K.
Bank of Montreal first reported a position in Health Assurance Acquisition Corp. Class A Common Stock in Q4 2021 and held it in 4 quarters.
Bank of Montreal's Health Assurance Acquisition Corp. Class A Common Stock position peaked at $246K in Q1 2022.
1 fund tracked by Wall St. Rank held Health Assurance Acquisition Corp. Class A Common Stock as of Q4 2022.

Based on Bank of Montreal's 13F filing for Q4 2022, filed 1 Feb 2023.