Bank of Montreal’s SurgePays SURG Stock Holding History

Bank of Montreal’s Portfolio SURG Stock Details SURG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,587	Closed	-$78K	–	4211
2023 Q2	$78K	Buy	+10,587	New	+$63.1K	﹤0.01%	3508

Other funds holding SURG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return

MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of Montreal sold out of SurgePays (SURG) in Q3 2023, closing a stake of 10,587 shares — an estimated $78K sold.

Bank of Montreal first reported a position in SURG in Q2 2023 and held it in 1 quarter. The position peaked at $78K in Q2 2023. 28 funds tracked by Wall St. Rank hold SURG as of Q3 2023.

Bank of Montreal reported no remaining SurgePays position as of Q3 2023 after selling out during the quarter.
Bank of Montreal sold 10,587 SurgePays shares in Q3 2023, an estimated $78K.
Bank of Montreal first reported a position in SurgePays in Q2 2023 and held it in 1 quarter.
Bank of Montreal's SurgePays position peaked at $78K in Q2 2023.
28 funds tracked by Wall St. Rank held SurgePays as of Q3 2023.

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