Bank of Montreal’s Inter&Co INTR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-317,659	Closed	-$1.95M	–	4041
2024 Q2	$1.95M	Buy	+317,659	New	+$1.83M	﹤0.01%	1673
2022 Q4	–	Sell	-10,400	Closed	-$35	–	4138
2022 Q3	$35	Buy	+10,400	New	+$36.5K	﹤0.01%	3699

Other funds holding INTR

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FSC

Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $608M AUM 48.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of Montreal sold out of Inter&Co (INTR) in Q3 2024, closing a stake of 317,659 shares — an estimated $1.95M sold.

Bank of Montreal first reported a position in INTR in Q3 2022 and held it in 2 quarters. The position peaked at $1.95M in Q2 2024. 93 funds tracked by Wall St. Rank hold INTR as of Q3 2024.

Bank of Montreal reported no remaining Inter&Co position as of Q3 2024 after selling out during the quarter.
Bank of Montreal sold 317,659 Inter&Co shares in Q3 2024, an estimated $1.95M.
Bank of Montreal first reported a position in Inter&Co in Q3 2022 and held it in 2 quarters.
Bank of Montreal's Inter&Co position peaked at $1.95M in Q2 2024.
93 funds tracked by Wall St. Rank held Inter&Co as of Q3 2024.

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