Bank of Montreal
VERY

Bank of Montreal’s Vericity, Inc. Common Stock VERY Stock Holding History

Bank of Montreal’s Portfolio VERY Stock Details VERY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-46
Closed -$1K – 5111
2021
Q1 		$1K Sell
46
-236
-84% -$2.36K ﹤0.01% 5014
2020
Q4 		$3K Buy
282
+196
+228% +$2.1K ﹤0.01% 4818
2020
Q3 		$1K Sell
86
-101
-54% -$903 ﹤0.01% 4721
2020
Q2 		$2K Buy
+187
New +$2.1K ﹤0.01% 4534

Other funds holding VERY

RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
SWM
Stockman Wealth Management Billings, Montana $906M AUM 22.23% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Bank of Montreal's VERY Position: Q2 2021 in Review

Bank of Montreal sold out of Vericity, Inc. Common Stock (VERY) in Q2 2021, closing a stake of 46 shares — an estimated $1K sold.

Bank of Montreal first reported a position in VERY in Q2 2020 and held it in 4 quarters. The position peaked at $3K in Q4 2020. 16 funds tracked by Wall St. Rank hold VERY as of Q2 2021.

  • Bank of Montreal reported no remaining Vericity, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Bank of Montreal sold 46 Vericity, Inc. Common Stock shares in Q2 2021, an estimated $1K.
  • Bank of Montreal first reported a position in Vericity, Inc. Common Stock in Q2 2020 and held it in 4 quarters.
  • Bank of Montreal's Vericity, Inc. Common Stock position peaked at $3K in Q4 2020.
  • 16 funds tracked by Wall St. Rank held Vericity, Inc. Common Stock as of Q2 2021.

Based on Bank of Montreal's 13F filing for Q2 2021, filed 12 Aug 2021.