Bank of Montreal
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Bank of Montreal’s Global X Social Media ETF SOCL Stock Holding History

Bank of Montreal’s Portfolio SOCL Stock Details SOCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,599
Closed -$64.1K – 4209
2024
Q2 		$64.1K Buy
+1,599
New +$67K ﹤0.01% 3377
2021
Q4 		– Sell
-3,059
Closed -$201K – 3844
2021
Q3 		$201K Buy
3,059
+2,784
+1,012% +$183K ﹤0.01% 3326
2021
Q2 		$20K Buy
+275
New +$18.7K ﹤0.01% 3511
2019
Q1 		– Sell
-200
Closed -$6K – 4704
2018
Q4 		$6K Buy
+200
New +$5.78K ﹤0.01% 4048
2016
Q3 		– Sell
-400
Closed -$8K – 4175
2016
Q2 		$8K Buy
+400
New +$7.72K ﹤0.01% 3633
2016
Q1 		– Sell
-260
Closed -$5K – 4382
2015
Q4 		$5K Buy
260
+10
+4% +$195 ﹤0.01% 3799
2015
Q3 		$4K Sell
250
-150
-38% -$2.76K ﹤0.01% 3691
2015
Q2 		$8K Buy
+400
New +$8.17K ﹤0.01% 3550

Other funds holding SOCL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

Bank of Montreal's SOCL Position: Q3 2024 in Review

Bank of Montreal sold out of Global X Social Media ETF (SOCL) in Q3 2024, closing a stake of 1,599 shares — an estimated $64.1K sold.

Bank of Montreal first reported a position in SOCL in Q2 2015 and held it in 8 quarters. The position peaked at $201K in Q3 2021. 45 funds tracked by Wall St. Rank hold SOCL as of Q3 2024.

  • Bank of Montreal reported no remaining Global X Social Media ETF position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 1,599 Global X Social Media ETF shares in Q3 2024, an estimated $64.1K.
  • Bank of Montreal first reported a position in Global X Social Media ETF in Q2 2015 and held it in 8 quarters.
  • Bank of Montreal's Global X Social Media ETF position peaked at $201K in Q3 2021.
  • 45 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.