Bank of Montreal’s GeneDx Holdings WGS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-393	Closed	-$5.53K	–	4326
2023 Q1	$5.53K	Buy	+393	New	+$5.24K	﹤0.01%	3666

Other funds holding WGS

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

OIM

Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of Montreal's WGS Position: Q2 2023 in Review

Bank of Montreal sold out of GeneDx Holdings (WGS) in Q2 2023, closing a stake of 393 shares — an estimated $5.53K sold.

Bank of Montreal first reported a position in WGS in Q1 2023 and held it in 1 quarter. The position peaked at $5.53K in Q1 2023. 58 funds tracked by Wall St. Rank hold WGS as of Q2 2023.

Bank of Montreal reported no remaining GeneDx Holdings position as of Q2 2023 after selling out during the quarter.
Bank of Montreal sold 393 GeneDx Holdings shares in Q2 2023, an estimated $5.53K.
Bank of Montreal first reported a position in GeneDx Holdings in Q1 2023 and held it in 1 quarter.
Bank of Montreal's GeneDx Holdings position peaked at $5.53K in Q1 2023.
58 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2023.

Based on Bank of Montreal's 13F filing for Q2 2023, filed 2 Aug 2023.