Bank of Montreal
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Bank of Montreal’s Phathom Pharmaceuticals PHAT Stock Holding History

Bank of Montreal’s Portfolio PHAT Stock Details PHAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-341
Closed -$13K – 4608
2021
Q1 		$13K Sell
341
-1,309
-79% -$54.8K ﹤0.01% 4240
2020
Q4 		$58K Buy
1,650
+1,153
+232% +$46.7K ﹤0.01% 3873
2020
Q3 		$17K Sell
497
-357
-42% -$12.4K ﹤0.01% 3903
2020
Q2 		$26K Buy
+854
New +$32.8K ﹤0.01% 3734
2020
Q1 		– Sell
-1,352
Closed -$42K – 4562
2019
Q4 		$42K Buy
+1,352
New +$34K ﹤0.01% 3925

Other funds holding PHAT

FM
Frazier Management Seattle, Washington $1.12M AUM 151.58% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
MVM
Medicxi Ventures Management St. Helier, Jersey $982M AUM 210.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
A
Abingworth London, United Kingdom $307M AUM 93.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

Bank of Montreal's PHAT Position: Q2 2021 in Review

Bank of Montreal sold out of Phathom Pharmaceuticals (PHAT) in Q2 2021, closing a stake of 341 shares — an estimated $13K sold.

Bank of Montreal first reported a position in PHAT in Q4 2019 and held it in 5 quarters. The position peaked at $58K in Q4 2020. 79 funds tracked by Wall St. Rank hold PHAT as of Q2 2021.

  • Bank of Montreal reported no remaining Phathom Pharmaceuticals position as of Q2 2021 after selling out during the quarter.
  • Bank of Montreal sold 341 Phathom Pharmaceuticals shares in Q2 2021, an estimated $13K.
  • Bank of Montreal first reported a position in Phathom Pharmaceuticals in Q4 2019 and held it in 5 quarters.
  • Bank of Montreal's Phathom Pharmaceuticals position peaked at $58K in Q4 2020.
  • 79 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2021.

Based on Bank of Montreal's 13F filing for Q2 2021, filed 12 Aug 2021.