Bank of Montreal
KOIN

Bank of Montreal’s Capital Link Global Fintech Leaders ETF KOIN Stock Holding History

Bank of Montreal’s Portfolio KOIN Stock Details KOIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-70
Closed -$2.32K – 4355
2024
Q1 		$2.32K Hold
70
– – ﹤0.01% 3787
2023
Q4 		$2.2K Hold
70
– – ﹤0.01% 3894
2023
Q3 		$2.09K Hold
70
– – ﹤0.01% 3711
2023
Q2 		$2.08K Sell
70
-6,840
-99% -$197K ﹤0.01% 3888
2023
Q1 		$199K Buy
6,910
+6,840
+9,771% +$197K ﹤0.01% 3016
2022
Q4 		$1.91K Hold
70
– – ﹤0.01% 3886
2022
Q3 		$2 Hold
70
– – ﹤0.01% 3994
2022
Q2 		$3 Hold
70
– – ﹤0.01% 3979
2022
Q1 		$3K Hold
70
– – ﹤0.01% 4093
2021
Q4 		$3K Hold
70
– – ﹤0.01% 3441
2021
Q3 		$3K Hold
70
– – ﹤0.01% 3772
2021
Q2 		$3K Buy
+70
New +$2.9K ﹤0.01% 3605

Other funds holding KOIN

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of Montreal's KOIN Position: Q2 2024 in Review

Bank of Montreal sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q2 2024, closing a stake of 70 shares — an estimated $2.32K sold.

Bank of Montreal first reported a position in KOIN in Q2 2021 and held it in 12 quarters. The position peaked at $199K in Q1 2023. 1 fund tracked by Wall St. Rank holds KOIN as of Q2 2024.

  • Bank of Montreal reported no remaining Capital Link Global Fintech Leaders ETF position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 70 Capital Link Global Fintech Leaders ETF shares in Q2 2024, an estimated $2.32K.
  • Bank of Montreal first reported a position in Capital Link Global Fintech Leaders ETF in Q2 2021 and held it in 12 quarters.
  • Bank of Montreal's Capital Link Global Fintech Leaders ETF position peaked at $199K in Q1 2023.
  • 1 fund tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.