Bank of Montreal
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Bank of Montreal’s Better Home & Finance Holding BETR Stock Holding History

Bank of Montreal’s Portfolio BETR Stock Details BETR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,365
Closed -$689K – 3793
2022
Q4 		$689K Buy
1,365
+512
+60% +$255K ﹤0.01% 2414
2022
Q3 		$422 Buy
+853
New +$420K ﹤0.01% 2686

Other funds holding BETR

MC
Meteora Capital Boca Raton, Florida $1.36B AUM 21.19% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of Montreal sold out of Better Home & Finance Holding (BETR) in Q1 2023, closing a stake of 1,365 shares — an estimated $689K sold.

Bank of Montreal first reported a position in BETR in Q3 2022 and held it in 2 quarters. The position peaked at $689K in Q4 2022. 4 funds tracked by Wall St. Rank hold BETR as of Q1 2023.

  • Bank of Montreal reported no remaining Better Home & Finance Holding position as of Q1 2023 after selling out during the quarter.
  • Bank of Montreal sold 1,365 Better Home & Finance Holding shares in Q1 2023, an estimated $689K.
  • Bank of Montreal first reported a position in Better Home & Finance Holding in Q3 2022 and held it in 2 quarters.
  • Bank of Montreal's Better Home & Finance Holding position peaked at $689K in Q4 2022.
  • 4 funds tracked by Wall St. Rank held Better Home & Finance Holding as of Q1 2023.

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