Bank of Montreal’s SoFi Weekly Income ETF TGIF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
– Sell
-2,250
Closed -$222K – 4478
2023
Q4
$222K Sell
2,250
-2,987
-57% -$286K ﹤0.01% 3065
2023
Q3
$503K Buy
5,237
+3,505
+202% +$333K ﹤0.01% 2452
2023
Q2
$164K Buy
+1,732
New +$163K ﹤0.01% 3290

Bank of Montreal's TGIF Position: Q1 2024 in Review

Bank of Montreal sold out of SoFi Weekly Income ETF (TGIF) in Q1 2024, closing a stake of 2,250 shares — an estimated $222K sold.

Bank of Montreal first reported a position in TGIF in Q2 2023 and held it in 3 quarters. The position peaked at $503K in Q3 2023. 0 funds tracked by Wall St. Rank hold TGIF as of Q1 2024.

  • Bank of Montreal reported no remaining SoFi Weekly Income ETF position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 2,250 SoFi Weekly Income ETF shares in Q1 2024, an estimated $222K.
  • Bank of Montreal first reported a position in SoFi Weekly Income ETF in Q2 2023 and held it in 3 quarters.
  • Bank of Montreal's SoFi Weekly Income ETF position peaked at $503K in Q3 2023.
  • 0 funds tracked by Wall St. Rank held SoFi Weekly Income ETF as of Q1 2024.

Based on Bank of Montreal's 13F filing for Q1 2024, filed 13 May 2024.