Bank of Montreal
TERN

Bank of Montreal’s Terns Pharmaceuticals TERN Stock Holding History

Bank of Montreal’s Portfolio TERN Stock Details TERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-40,971
Closed -$308K – 4231
2024
Q2 		$308K Buy
+40,971
New +$248K ﹤0.01% 2718
2023
Q1 		– Sell
-194,100
Closed -$1.98M – 4171
2022
Q4 		$1.98M Buy
+194,100
New +$1.29M ﹤0.01% 1799
2021
Q2 		– Sell
-292
Closed -$5K – 4840
2021
Q1 		$5K Buy
+292
New +$6.4K ﹤0.01% 4668

Other funds holding TERN

O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Bank of Montreal sold out of Terns Pharmaceuticals (TERN) in Q3 2024, closing a stake of 40,971 shares — an estimated $308K sold.

Bank of Montreal first reported a position in TERN in Q1 2021 and held it in 3 quarters. The position peaked at $1.98M in Q4 2022. 156 funds tracked by Wall St. Rank hold TERN as of Q3 2024.

  • Bank of Montreal reported no remaining Terns Pharmaceuticals position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 40,971 Terns Pharmaceuticals shares in Q3 2024, an estimated $308K.
  • Bank of Montreal first reported a position in Terns Pharmaceuticals in Q1 2021 and held it in 3 quarters.
  • Bank of Montreal's Terns Pharmaceuticals position peaked at $1.98M in Q4 2022.
  • 156 funds tracked by Wall St. Rank held Terns Pharmaceuticals as of Q3 2024.

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