Bank of Montreal
EXFY icon

Bank of Montreal’s Expensify EXFY Stock Holding History

Bank of Montreal’s Portfolio EXFY Stock Details EXFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-149,000
Closed -$2.91M – 4179
2022
Q1 		$2.91M Buy
149,000
+61,865
+71% +$1.51M ﹤0.01% 1723
2021
Q4 		$3.72M Buy
+87,135
New +$3.55M ﹤0.01% 1340

Other funds holding EXFY

OM
OpenView Management Boston, Massachusetts $5.81K AUM 5.89% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KAH
Kathryn A. Hall $186M AUM 12.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LSCM
Light Street Capital Management Palo Alto, California $534M AUM 59.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of Montreal's EXFY Position: Q2 2022 in Review

Bank of Montreal sold out of Expensify (EXFY) in Q2 2022, closing a stake of 149,000 shares — an estimated $2.91M sold.

Bank of Montreal first reported a position in EXFY in Q4 2021 and held it in 2 quarters. The position peaked at $3.72M in Q4 2021. 65 funds tracked by Wall St. Rank hold EXFY as of Q2 2022.

  • Bank of Montreal reported no remaining Expensify position as of Q2 2022 after selling out during the quarter.
  • Bank of Montreal sold 149,000 Expensify shares in Q2 2022, an estimated $2.91M.
  • Bank of Montreal first reported a position in Expensify in Q4 2021 and held it in 2 quarters.
  • Bank of Montreal's Expensify position peaked at $3.72M in Q4 2021.
  • 65 funds tracked by Wall St. Rank held Expensify as of Q2 2022.

Based on Bank of Montreal's 13F filing for Q2 2022, filed 11 Aug 2022.