Bank of Montreal’s Virtus Duff & Phelps Clean Energy ETF VCLN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-200	Closed	-$3.81K	–	4263
2024 Q2	$3.81K	Sell	200 -17	-8%	-$310	﹤0.01%	3739
2024 Q1	$3.78K	Sell	217 -5,307	-96%	-$89.5K	﹤0.01%	3764
2023 Q4	$102K	Buy	+5,524	New	+$92.3K	﹤0.01%	3371

Other funds holding VCLN

VIA

Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of Montreal sold out of Virtus Duff & Phelps Clean Energy ETF (VCLN) in Q3 2024, closing a stake of 200 shares — an estimated $3.81K sold.

Bank of Montreal first reported a position in VCLN in Q4 2023 and held it in 3 quarters. The position peaked at $102K in Q4 2023. 4 funds tracked by Wall St. Rank hold VCLN as of Q3 2024.

Bank of Montreal reported no remaining Virtus Duff & Phelps Clean Energy ETF position as of Q3 2024 after selling out during the quarter.
Bank of Montreal sold 200 Virtus Duff & Phelps Clean Energy ETF shares in Q3 2024, an estimated $3.81K.
Bank of Montreal first reported a position in Virtus Duff & Phelps Clean Energy ETF in Q4 2023 and held it in 3 quarters.
Bank of Montreal's Virtus Duff & Phelps Clean Energy ETF position peaked at $102K in Q4 2023.
4 funds tracked by Wall St. Rank held Virtus Duff & Phelps Clean Energy ETF as of Q3 2024.

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