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
2021 Q2	–	Sell	-400	Closed	-$4K	–	4565
2021 Q1	$4K	Buy	+400	New	+$4.19K	﹤0.01%	4743

Other funds holding OPFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

LB Partners Charlottesville, Virginia $147M AUM 29.28% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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.