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.