Bank of Montreal
AMWL icon

Bank of Montreal’s American Well AMWL Stock Holding History

Bank of Montreal’s Portfolio AMWL Stock Details AMWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13,932
Closed -$114K – 3842
2024
Q2 		$114K Buy
+13,932
New +$140K ﹤0.01% 3198
2024
Q1 		– Sell
-127,339
Closed -$4M – 3861
2023
Q4 		$4M Buy
+127,339
New +$3.13M ﹤0.01% 1370
2023
Q3 		– Sell
-827
Closed -$38.7K – 3788
2023
Q2 		$38.7K Buy
827
+304
+58% +$13.4K ﹤0.01% 3638
2023
Q1 		$24.7K Buy
+523
New +$33.5K ﹤0.01% 3490
2022
Q4 		– Sell
-1,337
Closed -$102 – 3946
2022
Q3 		$102 Sell
1,337
-709
-35% -$62.1K ﹤0.01% 3458
2022
Q2 		$189 Sell
2,046
-3,288
-62% -$245K ﹤0.01% 3290
2022
Q1 		$454K Buy
5,334
+874
+20% +$73.8K ﹤0.01% 2914
2021
Q4 		$553K Sell
4,460
-9,429
-68% -$1.44M ﹤0.01% 2318
2021
Q3 		$2.62M Buy
+13,889
New +$3.01M ﹤0.01% 1941
2021
Q2 		– Sell
-2,278
Closed -$769K – 3685
2021
Q1 		$769K Buy
2,278
+1,707
+299% +$925K ﹤0.01% 2384
2020
Q4 		$300K Buy
571
+561
+5,610% +$325K ﹤0.01% 2994
2020
Q3 		$7K Buy
+10
New +$5.28K ﹤0.01% 4263

Other funds holding AMWL

SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return
AF
Aldebaran Financial $105M AUM 19.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KLP
Kent Lake PR Anasco, Puerto Rico $198M AUM 5.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of Montreal's AMWL Position: Q3 2024 in Review

Bank of Montreal sold out of American Well (AMWL) in Q3 2024, closing a stake of 13,932 shares — an estimated $114K sold.

Bank of Montreal first reported a position in AMWL in Q3 2020 and held it in 12 quarters. The position peaked at $4M in Q4 2023. 65 funds tracked by Wall St. Rank hold AMWL as of Q3 2024.

  • Bank of Montreal reported no remaining American Well position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 13,932 American Well shares in Q3 2024, an estimated $114K.
  • Bank of Montreal first reported a position in American Well in Q3 2020 and held it in 12 quarters.
  • Bank of Montreal's American Well position peaked at $4M in Q4 2023.
  • 65 funds tracked by Wall St. Rank held American Well as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.