Bank of Montreal
PSTX

Bank of Montreal’s Poseida Therapeutics, Inc. Common Stock PSTX Stock Holding History

Bank of Montreal’s Portfolio PSTX Stock Details PSTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-399,472
Closed -$1.62M – 4287
2022
Q4 		$1.62M Sell
399,472
-118,428
-23% -$541K ﹤0.01% 1889
2022
Q3 		$2.1K Buy
+517,900
New +$1.71M ﹤0.01% 1791
2021
Q2 		– Sell
-1,033
Closed -$9K – 5069
2021
Q1 		$9K Sell
1,033
-1,054
-51% -$10.3K ﹤0.01% 4424
2020
Q4 		$19K Buy
2,087
+1,464
+235% +$15.4K ﹤0.01% 4445
2020
Q3 		$6K Buy
+623
New +$7.09K ﹤0.01% 4370

Other funds holding PSTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
SCM
Silverarc Capital Management Boston, Massachusetts $980M AUM 470.8% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
ACM
Aisling Capital Management New York $476M AUM 128.63% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CAM
Cormorant Asset Management Boston, Massachusetts $1.99B AUM 737.95% 1-Year Est. Return

Bank of Montreal's PSTX Position: Q1 2023 in Review

Bank of Montreal sold out of Poseida Therapeutics, Inc. Common Stock (PSTX) in Q1 2023, closing a stake of 399,472 shares — an estimated $1.62M sold.

Bank of Montreal first reported a position in PSTX in Q3 2020 and held it in 5 quarters. The position peaked at $1.62M in Q4 2022. 101 funds tracked by Wall St. Rank hold PSTX as of Q1 2023.

  • Bank of Montreal reported no remaining Poseida Therapeutics, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Bank of Montreal sold 399,472 Poseida Therapeutics, Inc. Common Stock shares in Q1 2023, an estimated $1.62M.
  • Bank of Montreal first reported a position in Poseida Therapeutics, Inc. Common Stock in Q3 2020 and held it in 5 quarters.
  • Bank of Montreal's Poseida Therapeutics, Inc. Common Stock position peaked at $1.62M in Q4 2022.
  • 101 funds tracked by Wall St. Rank held Poseida Therapeutics, Inc. Common Stock as of Q1 2023.

Based on Bank of Montreal's 13F filing for Q1 2023, filed 13 Jun 2024.