Bank of Montreal’s Indonesia Energy Corp INDO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-26,000	Closed	-$122K	–	3977
2022 Q4	$122K	Buy	26,000 +10,000	+63%	+$62.1K	﹤0.01%	3311
2022 Q3	$106K	Hold	16,000	–	–	﹤0.01%	3443
2022 Q2	$125K	Buy	16,000 +6,000	+60%	+$89.9K	﹤0.01%	3399
2022 Q1	$280K	Buy	+10,000	New	+$134K	﹤0.01%	3235

Other funds holding INDO

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SFI

Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $5.32B AUM 30.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

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

Bank of Montreal sold out of Indonesia Energy Corp (INDO) in Q1 2023, closing a stake of 26,000 shares — an estimated $122K sold.

Bank of Montreal first reported a position in INDO in Q1 2022 and held it in 4 quarters. The position peaked at $280K in Q1 2022. 7 funds tracked by Wall St. Rank hold INDO as of Q1 2023.

Bank of Montreal reported no remaining Indonesia Energy Corp position as of Q1 2023 after selling out during the quarter.
Bank of Montreal sold 26,000 Indonesia Energy Corp shares in Q1 2023, an estimated $122K.
Bank of Montreal first reported a position in Indonesia Energy Corp in Q1 2022 and held it in 4 quarters.
Bank of Montreal's Indonesia Energy Corp position peaked at $280K in Q1 2022.
7 funds tracked by Wall St. Rank held Indonesia Energy Corp as of Q1 2023.

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