Bank of Montreal
IAA

Bank of Montreal’s IAA, Inc. Common Stock IAA Stock Holding History

Bank of Montreal’s Portfolio IAA Stock Details IAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-130,765
Closed -$5.24M – 4418
2022
Q4 		$5.24M Sell
130,765
-130,353
-50% -$4.92M ﹤0.01% 1266
2022
Q3 		$8.48K Sell
261,118
-12,462
-5% -$442K ﹤0.01% 1071
2022
Q2 		$10.3K Buy
273,580
+73,155
+36% +$2.68M ﹤0.01% 1049
2022
Q1 		$7.75M Buy
200,425
+64,106
+47% +$2.64M ﹤0.01% 1259
2021
Q4 		$6.88M Buy
136,319
+681
+0.5% +$36.2K ﹤0.01% 1112
2021
Q3 		$7.48M Buy
135,638
+1,515
+1% +$84K ﹤0.01% 1450
2021
Q2 		$7.21M Buy
134,123
+33,838
+34% +$1.94M ﹤0.01% 1429
2021
Q1 		$5.67M Buy
100,285
+57,581
+135% +$3.42M ﹤0.01% 1285
2020
Q4 		$2.79M Buy
42,704
+30,302
+244% +$1.81M ﹤0.01% 1676
2020
Q3 		$682K Buy
12,402
+7,516
+154% +$350K ﹤0.01% 2175
2020
Q2 		$187K Sell
4,886
-625
-11% -$23.3K ﹤0.01% 2768
2020
Q1 		$152K Sell
5,511
-16,186
-75% -$699K ﹤0.01% 2432
2019
Q4 		$1.02M Buy
+21,697
New +$913K ﹤0.01% 2257

Other funds holding IAA

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Bank of Montreal's IAA Position: Q1 2023 in Review

Bank of Montreal sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 130,765 shares — an estimated $5.24M sold.

Bank of Montreal first reported a position in IAA in Q4 2019 and held it in 13 quarters. The position peaked at $7.75M in Q1 2022. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

  • Bank of Montreal reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Bank of Montreal sold 130,765 IAA, Inc. Common Stock shares in Q1 2023, an estimated $5.24M.
  • Bank of Montreal first reported a position in IAA, Inc. Common Stock in Q4 2019 and held it in 13 quarters.
  • Bank of Montreal's IAA, Inc. Common Stock position peaked at $7.75M in Q1 2022.
  • 3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Bank of Montreal's 13F filing for Q1 2023, filed 13 Jun 2024.