Bank of Montreal
OPFI icon

Bank of Montreal’s OppFi OPFI Stock Holding History

Bank of Montreal’s Portfolio OPFI Stock Details OPFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-14,961
Closed -$40.2K – 4223
2023
Q3 		$40.2K Buy
+14,961
New +$34.8K ﹤0.01% 3463
2021
Q3 		– Sell
-500,000
Closed -$5.11M – 3909
2021
Q2 		$5.11M Sell
500,000
-400
-0.1% -$4.07K ﹤0.01% 1598
2021
Q1 		$5.14M Buy
500,400
+455,258
+1,009% +$4.77M ﹤0.01% 1332
2020
Q4 		$469K Buy
+45,142
New +$453K ﹤0.01% 2742

Other funds holding OPFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LP
LB Partners Charlottesville, Virginia $147M AUM 29.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return

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

Bank of Montreal sold out of OppFi (OPFI) in Q4 2023, closing a stake of 14,961 shares — an estimated $40.2K sold.

Bank of Montreal first reported a position in OPFI in Q4 2020 and held it in 4 quarters. The position peaked at $5.14M in Q1 2021. 64 funds tracked by Wall St. Rank hold OPFI as of Q4 2023.

  • Bank of Montreal reported no remaining OppFi position as of Q4 2023 after selling out during the quarter.
  • Bank of Montreal sold 14,961 OppFi shares in Q4 2023, an estimated $40.2K.
  • Bank of Montreal first reported a position in OppFi in Q4 2020 and held it in 4 quarters.
  • Bank of Montreal's OppFi position peaked at $5.14M in Q1 2021.
  • 64 funds tracked by Wall St. Rank held OppFi as of Q4 2023.

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