Bank of Montreal
PHIO icon

Bank of Montreal’s Phio Pharmaceuticals PHIO Stock Holding History

Bank of Montreal’s Portfolio PHIO Stock Details PHIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,222
Closed -$17.1K – 4155
2024
Q1 		$17.1K Hold
2,222
– – ﹤0.01% 3630
2023
Q4 		$19K Hold
2,222
– – ﹤0.01% 3727
2023
Q3 		$43.2K Buy
2,222
+1,111
+100% +$23K ﹤0.01% 3451
2023
Q2 		$38.5K Buy
+1,111
New +$39K ﹤0.01% 3639

Other funds holding PHIO

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

Bank of Montreal's PHIO Position: Q2 2024 in Review

Bank of Montreal sold out of Phio Pharmaceuticals (PHIO) in Q2 2024, closing a stake of 2,222 shares — an estimated $17.1K sold.

Bank of Montreal first reported a position in PHIO in Q2 2023 and held it in 4 quarters. The position peaked at $43.2K in Q3 2023. 11 funds tracked by Wall St. Rank hold PHIO as of Q2 2024.

  • Bank of Montreal reported no remaining Phio Pharmaceuticals position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 2,222 Phio Pharmaceuticals shares in Q2 2024, an estimated $17.1K.
  • Bank of Montreal first reported a position in Phio Pharmaceuticals in Q2 2023 and held it in 4 quarters.
  • Bank of Montreal's Phio Pharmaceuticals position peaked at $43.2K in Q3 2023.
  • 11 funds tracked by Wall St. Rank held Phio Pharmaceuticals as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.