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

Bank of Montreal’s Portfolio INVE Stock Details INVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-85,600
Closed -$370K – 4043
2024
Q2 		$370K Buy
+85,600
New +$407K ﹤0.01% 2602
2024
Q1 		– Sell
-28,200
Closed -$237K – 4105
2023
Q4 		$237K Buy
+28,200
New +$199K ﹤0.01% 3016

Other funds holding INVE

BL
Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
HFA
Harbert Fund Advisors Birmingham, Alabama $3.03M AUM 40.55% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Bank of Montreal sold out of INVE Technologies, Inc. Common Stock (INVE) in Q3 2024, closing a stake of 85,600 shares — an estimated $370K sold.

Bank of Montreal first reported a position in INVE in Q4 2023 and held it in 2 quarters. The position peaked at $370K in Q2 2024. 47 funds tracked by Wall St. Rank hold INVE as of Q3 2024.

  • Bank of Montreal reported no remaining INVE Technologies, Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 85,600 INVE Technologies, Inc. Common Stock shares in Q3 2024, an estimated $370K.
  • Bank of Montreal first reported a position in INVE Technologies, Inc. Common Stock in Q4 2023 and held it in 2 quarters.
  • Bank of Montreal's INVE Technologies, Inc. Common Stock position peaked at $370K in Q2 2024.
  • 47 funds tracked by Wall St. Rank held INVE Technologies, Inc. Common Stock as of Q3 2024.

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