Bank of Montreal
PSQH icon

Bank of Montreal’s PSQ Holdings PSQH Stock Holding History

Bank of Montreal’s Portfolio PSQH Stock Details PSQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,667
Closed -$257K – 4135
2023
Q2 		$257K Hold
1,667
– – ﹤0.01% 3062
2023
Q1 		$254K Hold
1,667
– – ﹤0.01% 2878
2022
Q4 		$249K Hold
1,667
– – ﹤0.01% 3035
2022
Q3 		$244 Hold
1,667
– – ﹤0.01% 3075
2022
Q2 		$244 Hold
1,667
– – ﹤0.01% 3139
2022
Q1 		$242K Hold
1,667
– – ﹤0.01% 3334
2021
Q4 		$242K Buy
+1,667
New +$242K ﹤0.01% 2872

Other funds holding PSQH

AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
JCM
JAT Capital Management Greenwich, Connecticut $59.3M AUM 134.04% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

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

Bank of Montreal sold out of PSQ Holdings (PSQH) in Q3 2023, closing a stake of 1,667 shares — an estimated $257K sold.

Bank of Montreal first reported a position in PSQH in Q4 2021 and held it in 7 quarters. The position peaked at $257K in Q2 2023. 44 funds tracked by Wall St. Rank hold PSQH as of Q3 2023.

  • Bank of Montreal reported no remaining PSQ Holdings position as of Q3 2023 after selling out during the quarter.
  • Bank of Montreal sold 1,667 PSQ Holdings shares in Q3 2023, an estimated $257K.
  • Bank of Montreal first reported a position in PSQ Holdings in Q4 2021 and held it in 7 quarters.
  • Bank of Montreal's PSQ Holdings position peaked at $257K in Q2 2023.
  • 44 funds tracked by Wall St. Rank held PSQ Holdings as of Q3 2023.

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