Bank of Montreal
NXU

Bank of Montreal’s Nxu, Inc. Class A Common Stock NXU Stock Holding History

Bank of Montreal’s Portfolio NXU Stock Details NXU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5
Closed -$7.42K – 4309
2023
Q2 		$7.42K Hold
5
– – ﹤0.01% 3822
2023
Q1 		$9.6K Buy
+5
New +$32.9K ﹤0.01% 3624

Other funds holding NXU

Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MWM
MBE Wealth Management Tomah, Wisconsin $284M AUM 22.67% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $551M AUM 34.68% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Bank of Montreal's NXU Position: Q3 2023 in Review

Bank of Montreal sold out of Nxu, Inc. Class A Common Stock (NXU) in Q3 2023, closing a stake of 5 shares — an estimated $7.42K sold.

Bank of Montreal first reported a position in NXU in Q1 2023 and held it in 2 quarters. The position peaked at $9.6K in Q1 2023. 23 funds tracked by Wall St. Rank hold NXU as of Q3 2023.

  • Bank of Montreal reported no remaining Nxu, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
  • Bank of Montreal sold 5 Nxu, Inc. Class A Common Stock shares in Q3 2023, an estimated $7.42K.
  • Bank of Montreal first reported a position in Nxu, Inc. Class A Common Stock in Q1 2023 and held it in 2 quarters.
  • Bank of Montreal's Nxu, Inc. Class A Common Stock position peaked at $9.6K in Q1 2023.
  • 23 funds tracked by Wall St. Rank held Nxu, Inc. Class A Common Stock as of Q3 2023.

Based on Bank of Montreal's 13F filing for Q3 2023, filed 1 Nov 2023.