Bank of Montreal
BFIT

Bank of Montreal’s Global X Funds Global X Health & Wellness ETF BFIT Stock Holding History

Bank of Montreal’s Portfolio BFIT Stock Details BFIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6,262
Closed -$139K – 4390
2023
Q3 		$139K Buy
6,262
+2,496
+66% +$55.3K ﹤0.01% 3198
2023
Q2 		$85.1K Sell
3,766
-1,328
-26% -$30K ﹤0.01% 3488
2023
Q1 		$118K Buy
+5,094
New +$115K ﹤0.01% 3198

Other funds holding BFIT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of Montreal's BFIT Position: Q4 2023 in Review

Bank of Montreal sold out of Global X Funds Global X Health & Wellness ETF (BFIT) in Q4 2023, closing a stake of 6,262 shares — an estimated $139K sold.

Bank of Montreal first reported a position in BFIT in Q1 2023 and held it in 3 quarters. The position peaked at $139K in Q3 2023. 14 funds tracked by Wall St. Rank hold BFIT as of Q4 2023.

  • Bank of Montreal reported no remaining Global X Funds Global X Health & Wellness ETF position as of Q4 2023 after selling out during the quarter.
  • Bank of Montreal sold 6,262 Global X Funds Global X Health & Wellness ETF shares in Q4 2023, an estimated $139K.
  • Bank of Montreal first reported a position in Global X Funds Global X Health & Wellness ETF in Q1 2023 and held it in 3 quarters.
  • Bank of Montreal's Global X Funds Global X Health & Wellness ETF position peaked at $139K in Q3 2023.
  • 14 funds tracked by Wall St. Rank held Global X Funds Global X Health & Wellness ETF as of Q4 2023.

Based on Bank of Montreal's 13F filing for Q4 2023, filed 8 Feb 2024.