Bank of Montreal’s Thoughtworks Holding, Inc. Common Stock TWKS Stock Holding History

Bank of Montreal’s Portfolio TWKS Stock Details TWKS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-41,335	Closed	-$183K	–	4035
2024 Q3	$183K	Buy	41,335 +16,294	+65%	+$62.6K	﹤0.01%	3062
2024 Q2	$71.9K	Buy	+25,041	New	+$67.1K	﹤0.01%	3343
2023 Q3	–	Sell	-16,853	Closed	-$130K	–	4320
2023 Q2	$130K	Buy	+16,853	New	+$125K	﹤0.01%	3373
2023 Q1	–	Sell	-17,503	Closed	-$179K	–	4297
2022 Q4	$179K	Sell	17,503 -7,658	-30%	-$71.1K	﹤0.01%	3197
2022 Q3	$285	Buy	+25,161	New	+$354K	﹤0.01%	2970
2022 Q2	–	Sell	-735	Closed	-$16K	–	4529
2022 Q1	$16K	Sell	735 -281,747	-100%	-$6.15M	﹤0.01%	3954
2021 Q4	$7.71M	Buy	+282,482	New	+$8.06M	﹤0.01%	1058

Other funds holding TWKS

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bank of Montreal's TWKS Position: Q4 2024 in Review

Bank of Montreal sold out of Thoughtworks Holding, Inc. Common Stock (TWKS) in Q4 2024, closing a stake of 41,335 shares — an estimated $183K sold.

Bank of Montreal first reported a position in TWKS in Q4 2021 and held it in 7 quarters. The position peaked at $7.71M in Q4 2021. 1 fund tracked by Wall St. Rank holds TWKS as of Q4 2024.

Bank of Montreal reported no remaining Thoughtworks Holding, Inc. Common Stock position as of Q4 2024 after selling out during the quarter.
Bank of Montreal sold 41,335 Thoughtworks Holding, Inc. Common Stock shares in Q4 2024, an estimated $183K.
Bank of Montreal first reported a position in Thoughtworks Holding, Inc. Common Stock in Q4 2021 and held it in 7 quarters.
Bank of Montreal's Thoughtworks Holding, Inc. Common Stock position peaked at $7.71M in Q4 2021.
1 fund tracked by Wall St. Rank held Thoughtworks Holding, Inc. Common Stock as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.