Bank of Montreal’s State Street SPDR MSCI ACWI Climate Paris Aligned ETF NZAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-11,324
Closed -$340K 4218
2023
Q3
$340K Sell
11,324
-7,390
-39% -$219K ﹤0.01% 2715
2023
Q2
$560K Sell
18,714
-19,028
-50% -$547K ﹤0.01% 2519
2023
Q1
$1.07M Buy
+37,742
New +$1.04M ﹤0.01% 2002

Other funds holding NZAC

Bank of Montreal's NZAC Position: Q4 2023 in Review

Bank of Montreal sold out of State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) in Q4 2023, closing a stake of 11,324 shares — an estimated $340K sold.

Bank of Montreal first reported a position in NZAC in Q1 2023 and held it in 3 quarters. The position peaked at $1.07M in Q1 2023. 30 funds tracked by Wall St. Rank hold NZAC as of Q4 2023.

  • Bank of Montreal reported no remaining State Street SPDR MSCI ACWI Climate Paris Aligned ETF position as of Q4 2023 after selling out during the quarter.
  • Bank of Montreal sold 11,324 State Street SPDR MSCI ACWI Climate Paris Aligned ETF shares in Q4 2023, an estimated $340K.
  • Bank of Montreal first reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in Q1 2023 and held it in 3 quarters.
  • Bank of Montreal's State Street SPDR MSCI ACWI Climate Paris Aligned ETF position peaked at $1.07M in Q1 2023.
  • 30 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI Climate Paris Aligned ETF as of Q4 2023.

Based on Bank of Montreal's 13F filing for Q4 2023, filed 8 Feb 2024.