Bank of Montreal’s Nutex Health NUTX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-71	Closed	-$11K	–	4199
2023 Q1	$11K	Buy	+71	New	+$14.4K	﹤0.01%	3608

Other funds holding NUTX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

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

Swiss National Bank Zurich, Switzerland $174B AUM 30.96% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of Montreal's NUTX Position: Q2 2023 in Review

Bank of Montreal sold out of Nutex Health (NUTX) in Q2 2023, closing a stake of 71 shares — an estimated $11K sold.

Bank of Montreal first reported a position in NUTX in Q1 2023 and held it in 1 quarter. The position peaked at $11K in Q1 2023. 74 funds tracked by Wall St. Rank hold NUTX as of Q2 2023.

Bank of Montreal reported no remaining Nutex Health position as of Q2 2023 after selling out during the quarter.
Bank of Montreal sold 71 Nutex Health shares in Q2 2023, an estimated $11K.
Bank of Montreal first reported a position in Nutex Health in Q1 2023 and held it in 1 quarter.
Bank of Montreal's Nutex Health position peaked at $11K in Q1 2023.
74 funds tracked by Wall St. Rank held Nutex Health as of Q2 2023.

Based on Bank of Montreal's 13F filing for Q2 2023, filed 2 Aug 2023.