Bank of Montreal
DALT

Bank of Montreal’s Anfield Diversified Alternatives ETF DALT Stock Holding History

Bank of Montreal’s Portfolio DALT Stock Details DALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-23,558
Closed -$251K – 4327
2021
Q4 		$251K Buy
+23,558
New +$248K ﹤0.01% 2841

Other funds holding DALT

FIBT
First International Bank & Trust Watford City, North Dakota $288M AUM 6.85% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
PWMG
Provence Wealth Management Group Irvine, California $186M AUM 38.63% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Bank of Montreal's DALT Position: Q1 2022 in Review

Bank of Montreal sold out of Anfield Diversified Alternatives ETF (DALT) in Q1 2022, closing a stake of 23,558 shares — an estimated $251K sold.

Bank of Montreal first reported a position in DALT in Q4 2021 and held it in 1 quarter. The position peaked at $251K in Q4 2021. 12 funds tracked by Wall St. Rank hold DALT as of Q1 2022.

  • Bank of Montreal reported no remaining Anfield Diversified Alternatives ETF position as of Q1 2022 after selling out during the quarter.
  • Bank of Montreal sold 23,558 Anfield Diversified Alternatives ETF shares in Q1 2022, an estimated $251K.
  • Bank of Montreal first reported a position in Anfield Diversified Alternatives ETF in Q4 2021 and held it in 1 quarter.
  • Bank of Montreal's Anfield Diversified Alternatives ETF position peaked at $251K in Q4 2021.
  • 12 funds tracked by Wall St. Rank held Anfield Diversified Alternatives ETF as of Q1 2022.

Based on Bank of Montreal's 13F filing for Q1 2022, filed 12 May 2022.