Bank of Montreal
WE

Bank of Montreal’s WeWork Inc. WE Stock Holding History

Bank of Montreal’s Portfolio WE Stock Details WE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-551
Closed -$31.7K – 4361
2022
Q4 		$31.7K Buy
+551
New +$51.6K ﹤0.01% 3619
2022
Q1 		– Sell
-1,250
Closed -$432K – 4338
2021
Q4 		$432K Buy
+1,250
New +$458K ﹤0.01% 2503

Other funds holding WE

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AACA
American Assets Capital Advisers San Diego, California $94.7M AUM 5.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Bank of Montreal's WE Position: Q1 2023 in Review

Bank of Montreal sold out of WeWork Inc. (WE) in Q1 2023, closing a stake of 551 shares — an estimated $31.7K sold.

Bank of Montreal first reported a position in WE in Q4 2021 and held it in 2 quarters. The position peaked at $432K in Q4 2021. 149 funds tracked by Wall St. Rank hold WE as of Q1 2023.

  • Bank of Montreal reported no remaining WeWork Inc. position as of Q1 2023 after selling out during the quarter.
  • Bank of Montreal sold 551 WeWork Inc. shares in Q1 2023, an estimated $31.7K.
  • Bank of Montreal first reported a position in WeWork Inc. in Q4 2021 and held it in 2 quarters.
  • Bank of Montreal's WeWork Inc. position peaked at $432K in Q4 2021.
  • 149 funds tracked by Wall St. Rank held WeWork Inc. as of Q1 2023.

Based on Bank of Montreal's 13F filing for Q1 2023, filed 13 Jun 2024.