Montag A & Associates Inc Asset Management

Montag A & Associates Inc

  • $1.97 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$20.2B
$1.37 Million 0.07% of portfolio
16,192
Q2 2024 Reduced 6.08%
$39.4B
$1.21 Million 0.06% of portfolio
13,532
Q3 2024 Reduced 1.23%
$911M
$640,000 0.03% of portfolio
37,987
Q1 2025 Reduced 16.82%
$122B
$433,000 0.02% of portfolio
3,104
Q1 2025 Added 0.13%
$127B
$349,000 0.02% of portfolio
3,019
Q1 2025 Added 1.58%
$0
$320,000 0.02% of portfolio
13,692
Q1 2025 Added 0.61%
$0
$250,000 0.01% of portfolio
14,190
Q1 2025 Added 0.7%
$0
$157,000 0.01% of portfolio
14,939
Q1 2025 Added 113.02%
$0
$111,000 0.01% of portfolio
3,416
Q1 2025 Added 25.27%
$93.6B
$109,000 0.01% of portfolio
800
Q1 2022 New
$0
$107,000 0.01% of portfolio
4,761
Q1 2025 Added 110.94%
$0
$91,000 0.0% of portfolio
6,900
Q4 2023 Added 16.95%
$57.6B
$90,000 0.0% of portfolio
186
Q4 2022 Added 12.73%
$0
$80,000 0.0% of portfolio
6,423
Q1 2025 New
$0
$60,000 0.0% of portfolio
4,929
Q1 2022 Added 62.73%
$0
$57,000 0.0% of portfolio
1,339
Q1 2025 Reduced 42.75%
$2.65B
$30,000 0.0% of portfolio
2,000
Q4 2022 Reduced 76.47%
$0
$23,000 0.0% of portfolio
1,925
Q4 2024 Reduced 42.17%
$0
$23,000 0.0% of portfolio
2,120
Q3 2021 Reduced 49.66%
$0
$19,000 0.0% of portfolio
1,410
Q4 2024 Reduced 29.32%
$0
$19,000 0.0% of portfolio
2,471
Q4 2023 New
$0
$16,000 0.0% of portfolio
803
Q2 2023 Added 165.02%
$0
$13,000 0.0% of portfolio
1,143
Q4 2020 New
$24B
$12,000 0.0% of portfolio
140
Q1 2025 Reduced 15.15%
$0
$10,000 0.0% of portfolio
873
Q2 2023 New
$0
$6,000 0.0% of portfolio
380
Q3 2024 New
$0
$5,000 0.0% of portfolio
539
Q4 2020 New
$0
$4,000 0.0% of portfolio
466
Q2 2022 New
$12.6B
$3,000 0.0% of portfolio
46
Q2 2023 Reduced 6.12%
$0
$3,000 0.0% of portfolio
322
Q4 2020 New
$0
$1,000 0.0% of portfolio
219
Q4 2023 New
$0
$0 0.0% of portfolio
0
Q1 2025 New
$0
$0 0.0% of portfolio
0
Q1 2025 Sold Out
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