Bank of Montreal
XFIN

Bank of Montreal’s ExcelFin Acquisition Corp Class A Common Stock XFIN Stock Holding History

Bank of Montreal’s Portfolio XFIN Stock Details XFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-20,000
Closed -$200 – 4377
2022
Q3 		$200 Buy
+20,000
New +$200K ﹤0.01% 3207

Other funds holding XFIN

SC
Sculptor Capital New York $9.61B AUM 27.5% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.21% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
SCM
Shaolin Capital Management Miami, Florida $2.71B AUM 64.57% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.62% 1-Year Est. Return
TCA
Taconic Capital Advisors New York $229M AUM 110.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of Montreal's XFIN Position: Q4 2022 in Review

Bank of Montreal sold out of ExcelFin Acquisition Corp Class A Common Stock (XFIN) in Q4 2022, closing a stake of 20,000 shares — an estimated $200 sold.

Bank of Montreal first reported a position in XFIN in Q3 2022 and held it in 1 quarter. The position peaked at $200 in Q3 2022. 54 funds tracked by Wall St. Rank hold XFIN as of Q4 2022.

  • Bank of Montreal reported no remaining ExcelFin Acquisition Corp Class A Common Stock position as of Q4 2022 after selling out during the quarter.
  • Bank of Montreal sold 20,000 ExcelFin Acquisition Corp Class A Common Stock shares in Q4 2022, an estimated $200.
  • Bank of Montreal first reported a position in ExcelFin Acquisition Corp Class A Common Stock in Q3 2022 and held it in 1 quarter.
  • Bank of Montreal's ExcelFin Acquisition Corp Class A Common Stock position peaked at $200 in Q3 2022.
  • 54 funds tracked by Wall St. Rank held ExcelFin Acquisition Corp Class A Common Stock as of Q4 2022.

Based on Bank of Montreal's 13F filing for Q4 2022, filed 1 Feb 2023.