Bank of Montreal
MKTW icon

Bank of Montreal’s MarketWise MKTW Stock Holding History

Bank of Montreal’s Portfolio MKTW Stock Details MKTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-827
Closed -$49.8K – 4163
2023
Q4 		$49.8K Sell
827
-52
-6% -$2.54K ﹤0.01% 3563
2023
Q3 		$31.8K Buy
+879
New +$29.8K ﹤0.01% 3506
2021
Q3 		– Sell
-117,922
Closed -$23.5M – 3895
2021
Q2 		$23.5M Sell
117,922
-2,500
-2% -$497K 0.01% 825
2021
Q1 		$24M Buy
+120,422
New +$25M 0.02% 626

Other funds holding MKTW

GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of Montreal's MKTW Position: Q1 2024 in Review

Bank of Montreal sold out of MarketWise (MKTW) in Q1 2024, closing a stake of 827 shares — an estimated $49.8K sold.

Bank of Montreal first reported a position in MKTW in Q1 2021 and held it in 4 quarters. The position peaked at $24M in Q1 2021. 62 funds tracked by Wall St. Rank hold MKTW as of Q1 2024.

  • Bank of Montreal reported no remaining MarketWise position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 827 MarketWise shares in Q1 2024, an estimated $49.8K.
  • Bank of Montreal first reported a position in MarketWise in Q1 2021 and held it in 4 quarters.
  • Bank of Montreal's MarketWise position peaked at $24M in Q1 2021.
  • 62 funds tracked by Wall St. Rank held MarketWise as of Q1 2024.

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