Bank of Montreal
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Bank of Montreal’s ProShares Short Russell2000 RWM Stock Holding History

Bank of Montreal’s Portfolio RWM Stock Details RWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-135
Closed -$3.32K – 4259
2023
Q4 		$3.32K Buy
+135
New +$3.25K ﹤0.01% 3884
2020
Q1 		– Sell
-1,370
Closed -$51K – 4617
2019
Q4 		$51K Buy
+1,370
New +$53.4K ﹤0.01% 3827
2018
Q2 		– Sell
-2,350
Closed -$99K – 4846
2018
Q1 		$99K Hold
2,350
– – ﹤0.01% 2968
2017
Q4 		$99K Buy
+2,350
New +$101K ﹤0.01% 3007

Other funds holding RWM

LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

Bank of Montreal sold out of ProShares Short Russell2000 (RWM) in Q1 2024, closing a stake of 135 shares — an estimated $3.32K sold.

Bank of Montreal first reported a position in RWM in Q4 2017 and held it in 4 quarters. The position peaked at $99K in Q1 2018. 48 funds tracked by Wall St. Rank hold RWM as of Q1 2024.

  • Bank of Montreal reported no remaining ProShares Short Russell2000 position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 135 ProShares Short Russell2000 shares in Q1 2024, an estimated $3.32K.
  • Bank of Montreal first reported a position in ProShares Short Russell2000 in Q4 2017 and held it in 4 quarters.
  • Bank of Montreal's ProShares Short Russell2000 position peaked at $99K in Q1 2018.
  • 48 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q1 2024.

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