Ownership history in WRAPMANAGER INC · 6 quarters on record
This page tracks every 13F SEC filing in which WRAPMANAGER INC reported a position in BANK MONTREAL QUE (BMO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 1,813 | -497 | -21.5% | 0.07% | $236K | $130.25 |
| 2024 Q4 | ADDED | 2,310 | +79 | +3.5% | 0.06% | $224K | $93.85 |
| 2024 Q1 | ADDED | 2,231 | +173 | +8.4% | 0.06% | $218K | $91.03 |
| 2023 Q4 | REDUCED | 2,058 | -493 | -19.3% | 0.06% | $204K | $91.13 |
As of 2025 Q4 — sorted by position size