Bank of Montreal
THY icon

Bank of Montreal’s Toews Agility Shares Dynamic Tactical Income ETF THY Stock Holding History

Bank of Montreal’s Portfolio THY Stock Details THY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-15,992
Closed -$348K – 4292
2023
Q3 		$348K Buy
+15,992
New +$350K ﹤0.01% 2700

Other funds holding THY

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Bank of Montreal sold out of Toews Agility Shares Dynamic Tactical Income ETF (THY) in Q4 2023, closing a stake of 15,992 shares — an estimated $348K sold.

Bank of Montreal first reported a position in THY in Q3 2023 and held it in 1 quarter. The position peaked at $348K in Q3 2023. 14 funds tracked by Wall St. Rank hold THY as of Q4 2023.

  • Bank of Montreal reported no remaining Toews Agility Shares Dynamic Tactical Income ETF position as of Q4 2023 after selling out during the quarter.
  • Bank of Montreal sold 15,992 Toews Agility Shares Dynamic Tactical Income ETF shares in Q4 2023, an estimated $348K.
  • Bank of Montreal first reported a position in Toews Agility Shares Dynamic Tactical Income ETF in Q3 2023 and held it in 1 quarter.
  • Bank of Montreal's Toews Agility Shares Dynamic Tactical Income ETF position peaked at $348K in Q3 2023.
  • 14 funds tracked by Wall St. Rank held Toews Agility Shares Dynamic Tactical Income ETF as of Q4 2023.

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