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 -$200K – 4377
2022
Q3 		$200K Buy
+20,000
New +$200K ﹤0.01% 3207

Other funds holding XFIN

SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
HCM
Highbridge Capital Management New York $4.11B AUM 26.03% 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 $2.1B AUM 64.05% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
TCA
Taconic Capital Advisors New York $212M AUM 100.15% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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 $200K sold.

Bank of Montreal first reported a position in XFIN in Q3 2022 and held it in 1 quarter. The position peaked at $200K in Q3 2022. 55 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 $200K.
  • 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 $200K in Q3 2022.
  • 55 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.