Bank of Montreal
VZIO

Bank of Montreal’s VIZIO Holding Corp. VZIO Stock Holding History

Bank of Montreal’s Portfolio VZIO Stock Details VZIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,050
Closed -$59.8K – 4432
2023
Q3 		$59.8K Buy
+10,050
New +$64.5K ﹤0.01% 3396
2021
Q3 		– Sell
-22,000
Closed -$595K – 4064
2021
Q2 		$595K Buy
+22,000
New +$517K ﹤0.01% 2746

Other funds holding VZIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Ararat Capital Management Westport, Connecticut $178M AUM 26.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of Montreal's VZIO Position: Q4 2023 in Review

Bank of Montreal sold out of VIZIO Holding Corp. (VZIO) in Q4 2023, closing a stake of 10,050 shares — an estimated $59.8K sold.

Bank of Montreal first reported a position in VZIO in Q2 2021 and held it in 2 quarters. The position peaked at $595K in Q2 2021. 132 funds tracked by Wall St. Rank hold VZIO as of Q4 2023.

  • Bank of Montreal reported no remaining VIZIO Holding Corp. position as of Q4 2023 after selling out during the quarter.
  • Bank of Montreal sold 10,050 VIZIO Holding Corp. shares in Q4 2023, an estimated $59.8K.
  • Bank of Montreal first reported a position in VIZIO Holding Corp. in Q2 2021 and held it in 2 quarters.
  • Bank of Montreal's VIZIO Holding Corp. position peaked at $595K in Q2 2021.
  • 132 funds tracked by Wall St. Rank held VIZIO Holding Corp. as of Q4 2023.

Based on Bank of Montreal's 13F filing for Q4 2023, filed 8 Feb 2024.