Bank of Montreal
XOS icon

Bank of Montreal’s Xos XOS Stock Holding History

Bank of Montreal’s Portfolio XOS Stock Details XOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-637
Closed -$35 – 4328
2022
Q3 		$35 Buy
+637
New +$32.6K ﹤0.01% 3702
2021
Q3 		– Sell
-16,667
Closed -$5M – 3969
2021
Q2 		$5M Buy
16,667
+16,666
+1,666,600% +$4.96M ﹤0.01% 1610
2021
Q1 		$0 Buy
+1
New +$325 ﹤0.01% 5385

Other funds holding XOS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return

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

Bank of Montreal sold out of Xos (XOS) in Q4 2022, closing a stake of 637 shares — an estimated $35 sold.

Bank of Montreal first reported a position in XOS in Q1 2021 and held it in 3 quarters. The position peaked at $5M in Q2 2021. 56 funds tracked by Wall St. Rank hold XOS as of Q4 2022.

  • Bank of Montreal reported no remaining Xos position as of Q4 2022 after selling out during the quarter.
  • Bank of Montreal sold 637 Xos shares in Q4 2022, an estimated $35.
  • Bank of Montreal first reported a position in Xos in Q1 2021 and held it in 3 quarters.
  • Bank of Montreal's Xos position peaked at $5M in Q2 2021.
  • 56 funds tracked by Wall St. Rank held Xos as of Q4 2022.

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