Bank of Montreal
KOCG

Bank of Montreal’s FIS Knights of Columbus Global Belief ETF KOCG Stock Holding History

Bank of Montreal’s Portfolio KOCG Stock Details KOCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-937
Closed -$24K – 4081
2024
Q1 		$24K Buy
+937
New +$22.9K ﹤0.01% 3591

Other funds holding KOCG

KOCAA
Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal's KOCG Position: Q2 2024 in Review

Bank of Montreal sold out of FIS Knights of Columbus Global Belief ETF (KOCG) in Q2 2024, closing a stake of 937 shares — an estimated $24K sold.

Bank of Montreal first reported a position in KOCG in Q1 2024 and held it in 1 quarter. The position peaked at $24K in Q1 2024. 6 funds tracked by Wall St. Rank hold KOCG as of Q2 2024.

  • Bank of Montreal reported no remaining FIS Knights of Columbus Global Belief ETF position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 937 FIS Knights of Columbus Global Belief ETF shares in Q2 2024, an estimated $24K.
  • Bank of Montreal first reported a position in FIS Knights of Columbus Global Belief ETF in Q1 2024 and held it in 1 quarter.
  • Bank of Montreal's FIS Knights of Columbus Global Belief ETF position peaked at $24K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held FIS Knights of Columbus Global Belief ETF as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.