Bank of Montreal
CXDO icon

Bank of Montreal’s Crexendo CXDO Stock Holding History

Bank of Montreal’s Portfolio CXDO Stock Details CXDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,700
Closed -$17K – 3961
2021
Q1 		$17K Buy
2,700
+200
+8% +$1.33K ﹤0.01% 4116
2020
Q4 		$18K Hold
2,500
– – ﹤0.01% 4455
2020
Q3 		$14K Buy
+2,500
New +$20.2K ﹤0.01% 3975
2015
Q1 		– Sell
-2,500
Closed -$5K – 4006
2014
Q4 		$5K Hold
2,500
– – ﹤0.01% 3692
2014
Q3 		$7K Buy
+2,500
New +$7.7K ﹤0.01% 3728

Other funds holding CXDO

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SLG
Stanley-Laman Group Berwyn, Pennsylvania $814M AUM 40.24% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of Montreal's CXDO Position: Q2 2021 in Review

Bank of Montreal sold out of Crexendo (CXDO) in Q2 2021, closing a stake of 2,700 shares — an estimated $17K sold.

Bank of Montreal first reported a position in CXDO in Q3 2014 and held it in 5 quarters. The position peaked at $18K in Q4 2020. 17 funds tracked by Wall St. Rank hold CXDO as of Q2 2021.

  • Bank of Montreal reported no remaining Crexendo position as of Q2 2021 after selling out during the quarter.
  • Bank of Montreal sold 2,700 Crexendo shares in Q2 2021, an estimated $17K.
  • Bank of Montreal first reported a position in Crexendo in Q3 2014 and held it in 5 quarters.
  • Bank of Montreal's Crexendo position peaked at $18K in Q4 2020.
  • 17 funds tracked by Wall St. Rank held Crexendo as of Q2 2021.

Based on Bank of Montreal's 13F filing for Q2 2021, filed 12 Aug 2021.