Bank of Montreal
PLAO

Bank of Montreal’s Patria Latin American Opportunity Acquisition Corp. Class A Ordinary Shares PLAO Stock Holding History

Bank of Montreal’s Portfolio PLAO Stock Details PLAO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-22,440
Closed -$249K – 4425
2023
Q4 		$249K Hold
22,440
– – ﹤0.01% 2980
2023
Q3 		$246K Hold
22,440
– – ﹤0.01% 2944
2023
Q2 		$241K Sell
22,440
-877,560
-98% -$9.33M ﹤0.01% 3103
2023
Q1 		$9.48M Buy
+900,000
New +$9.41M ﹤0.01% 970
2022
Q4 		– Sell
-81,551
Closed -$831 – 4356
2022
Q3 		$831 Buy
+81,551
New +$825K ﹤0.01% 2291

Other funds holding PLAO

FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
LA
Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 50.48% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Bank of Montreal's PLAO Position: Q1 2024 in Review

Bank of Montreal sold out of Patria Latin American Opportunity Acquisition Corp. Class A Ordinary Shares (PLAO) in Q1 2024, closing a stake of 22,440 shares — an estimated $249K sold.

Bank of Montreal first reported a position in PLAO in Q3 2022 and held it in 5 quarters. The position peaked at $9.48M in Q1 2023. 31 funds tracked by Wall St. Rank hold PLAO as of Q1 2024.

  • Bank of Montreal reported no remaining Patria Latin American Opportunity Acquisition Corp. Class A Ordinary Shares position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 22,440 Patria Latin American Opportunity Acquisition Corp. Class A Ordinary Shares shares in Q1 2024, an estimated $249K.
  • Bank of Montreal first reported a position in Patria Latin American Opportunity Acquisition Corp. Class A Ordinary Shares in Q3 2022 and held it in 5 quarters.
  • Bank of Montreal's Patria Latin American Opportunity Acquisition Corp. Class A Ordinary Shares position peaked at $9.48M in Q1 2023.
  • 31 funds tracked by Wall St. Rank held Patria Latin American Opportunity Acquisition Corp. Class A Ordinary Shares as of Q1 2024.

Based on Bank of Montreal's 13F filing for Q1 2024, filed 13 May 2024.